Alpha Pointe Capital

CANNABIDIOL. CYBER. COMPUTER SOFTWARE.

BUILDING RETIREMENT PORTFOLIOS AND COMPANY 401(k) PLANS IN EMERGING INDUSTRIES

WEALTH MANAGEMENT

Emerging industries leaders and executives often encounter unique challenges and time constraints to manage their financial affairs…

401(k) SERVICES

We know wealth management services can be costly and confusing. Which is why we take pride in our 401(k) services to help provide retirement savings…

TAX ADVANTAGED FIXED INCOME

Our Cash Management services are able to look beyond what the bank pays. We explore prudent and conservative options with reasonable interest rates…

EXECUTIVES

Running a company in an emerging industry can sometimes feel like building a plane in mid-flight. Executives and leaders in these sectors need dynamic and evolving portfolios and retirement plans, not cookie-cutter investment models, to keep up with their fast-paced industry. APC is ready to build your unique wealth plan.
Accepting accounts with investable assets of $750k (excluding real estate)

COMPANIES

Companies in competitive and fast-moving Emerging Industries need 401(k) to help keep pace with their scaling efforts, to help provide tax advantages, and to provide a retirement savings vehicle for executives and employees. 401(k) offers convenient, tax efficient, and helps to utilize compounding growth on retirement savings.

Accepting start-up and middle-market retirement plans for Emerging Industry Companies

Trusted by Over +1200 Clients Worldwide

THE APC STORY

It was our clients who started Alpha Pointe Capital. During the challenging times of the Great Financial Crisis, our clients stood by their advisors. Today, we’re proud to continue to stand by our clients as they progress through their wealth management and retirement planning journeys.

WHAT'S STOPPING YOU? 4 GOOD REASONS TO START A 401(K) PLAN

I hear it all the time from companies that really could have a plan but are allowing some perhaps aged biases or misconceptions prevent them from implementing a plan right now.

ANOTHER SLICE OF PIE, PLEASE?

I really like Key Lime pie. No joke my wife’s key lime is the best and it’s my birthday request each year, not to mention any other time I can convince her to make it!

5 WAYS YOUR 401(K) PLAN COULD DO MORE THAN JUST HELP YOUR EMPLOYEES WITH RETIREMENT

I have a tremendous amount of respect for my clients who offer 401k plans (and those who are looking to start plans) for their employees.
ARE YOU FIDUCIARIES?
Yes – when we act in the portfolio manager capacity, which is the case for our Private Investment Management (PIM) accounts. Jim Gibbons is a PIM Portfolio Manager and, therefore, acts in a fiduciary capacity. However, this is not always the case for standard brokerage accounts. Through our transparent model, we strive to inform clients whether our advisors are working as fiduciaries or not.
HOW WILL WE WORK TOGETHER?
Our relationship is ongoing – we provide the services you need on a continuing basis. As new developments arise in your life or your business, we make adjustments to your plan to help you overcome unexpected financial challenges. If you ask a question, we’ll provide you our best, independent advice. If we need to pull in your other professionals, we meet with them. Anything that makes your experience smoother and more successful. In short, we’re here for you.
HOW DO WE WORK?
We begin every initial consultation by getting to know our future clients, thoroughly examining their needs, challenges, and goals.

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What do lacrosse, Santa Claus, and key lime pie have to do with wealth management? Find out here! Our On Pointe updates cover a variety of timely wealth topics with a twist.

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