Alphavest, LLC
Company

Alphavest, LLC

Investment Management 75 Port City Landing 2 employees
Employees
2

Alphavest, LLC Overview

Headquarters
75 Port City Landing
Website
alphavest.com
Industry
Investment Management
Employees
2
Founded
2009
Funding
2025
NAICS
Other Financial Investment Activities
Portfolio Management
All Other Financial Investment Activities

About Alphavest, LLC

Investors today are overwhelmed by information, advice, emotion and data. This burden makes confident investing impossible. At Alphavest, our focus is on an objective, rules-based investment strategy. We know what works, we proactively pay attention to key investment indicators, and we manage assets with objectivity. Alphavest’s Dynamic Investment Models leverage streaming, global data and historically proven research, lending creative investment solutions and minimizing downside risks and lending creative investment solutions that produce consistent Alpha. Alphavest’s models are actively and tactically managed, ranging from extremely aggressive to moderate to conservative and are designed for short, medium and long-term investors. We excel at risk management with tactical and alternatives implementation that is critical for long-term sustainability for the current or future withdrawal needs in retirement and to suit the unique distribution needs of Trusts and Foundations. Our subsidiary, Alphavest 30Collective is a highly curated, fractional Family Office solution serving the needs of only 30 families at any given time. By providing a comprehensive suite of services tailored to the unique needs of each family we serve, Alphavest 30Collective helps high net worth individuals and families manage their wealth more effectively, protect their assets, and achieve their financial goals over multiple generations yet at a fraction of the size and cost of the typical Family Office model.

Alphavest, LLC Contact Details

People in AeroLeads
2

Alphavest, LLC Org Chart

Sample employees and titles
Name Title Contact
Helen 'Cokie' Cox Leading Conversations @ Investing in Women. CEO of Female Advised Fee-only Registered Investment Advisor, Alphavest. Ready to Take the Leap
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Angela Thorn Finance - Customer Service
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