INSTITUTIONAL SERVICESAlpha Capital Management's Institutional Investment Management provides discretionary investment management for institutions. Equity and fixed income professionals manage accounts according to a specific strategy and set of constraints established in advance with each client documented in their Investment Policy Statement, IPS. An IPS establishes the strategic framework utilized by Alpha Capital Management to manage the portfolio and is designed to describe client goals and investment strategies. It typically specifies the asset allocation plan for the client, identifies levels of risk acceptable in the construction of a portfolio, and incorporates spending policy needs if necessary.
Key Considerations
• Investment time horizon
• Tolerance for risk or volatility
• Asset allocation
• Concentrated positions
• Cash management
• Fiduciary support
• Philanthropic / Family Considerations
Performance monitoring is in accordance with the CFA Institute’s Global Investment Performance Standards (GIPS).