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Description: At Alpha Wealth Funds, our goal is empowering our clients throughout their financial journey. Find out what our Certified Financial Planners and award winning fund managers can do for you.
“The problem that I saw was that advisors didn’t know how to trade or were told that is was impossible to add value. And so they didn’t bother. They just wanted to manage people and passively take fees out. And I saw that as a horrendous travesty. If I was going to manage money, I was going to do it in a way that was going to add value or alpha to those accounts.”
Chase Thomas CERTIFIED FINANCIAL PLANNER CFP®
Alpha is out performance . Emerging funds are considered funds under a certain asset level. Their smaller size presents them many more opportunities to move the needle than giant funds. They can be nimble and opportunistic. “Warren Buffett would the first to tell you his returns were far better when he was small and not the whale he is today. Large asset managers, sophisticated high net worth investors and family offices know this. That’s why they are seeking alpha & that is what our award winning funds pro
Home - The Insiders Fund