INVESTMENT PROCESS
Developing a mutual understanding of why you are investing is the first step in structuring your portfolio. Alpha Capital Management’s Confidential Investment Profile identifies the pertinent information necessary to begin understanding your needs and objectives.
Each client investment relationship is built and maintained following the dynamic seven-step process below:
- Meet with client to establish Investment Policy Statement framework.
- Evaluate financial positions, goals, and risk tolerances.
- Articulate investor objectives, constraints and preferences.
- Develop investment strategy based on Investment Policy Statement boundaries.
- Implement investment strategy through asset class and security selection.
- Monitor asset performance to ensure conformity to Investment Policy Statement guidelines.
- Report quarterly performance based on relative and absolute measures according to CFA Institute's Performance Presentation Standards.