Brian Folkerts Email & Phone Number

As Managing Partner at Alpha Principle, LLC, I have over 30 years of experience in the financial and investment industry, serving institutions and families with diligence, integrity, and excellence. I hold the Certified Financial Planner (CFP) credential and have received numerous executive awards for my ability to lead teams and develop communities. I specialize in providing comprehensive and customized solutions for organizations, foundations, and ultra high net worth families, helping them with investment management, planning, and legacy coaching tailored to their unique personal circumstances. I have served over 25 billion in assets across a wide range of complex scenarios and challenges. I am also passionate about better investing and a greater purpose, and have expertise in faith-driven investing, a growing field that aligns investments with values and impact.