Invest In Strength
At Alpha Pointe Capital, “strength” is indicated in the perception of demand through the lens of trending stock price action. Simply put, we strive to follow trends, whether they are up, down, or sideways.
THINK OF IT THIS WAY
New Invest in Strength
Invest in Strength Quarterly Update 10/6/23
TYPES OF INVESTMENTS
We prefer to use individual stocks, bonds, and ETFs. With these types of securities, we expect to offer coverage in most of the major asset classes, which provides you with a greater scope of markets in which you may participate.
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MANAGING CLIENT PORTFOLIOS
Our primary and continuing focus is always the same: you. We are active portfolio managers navigating the markets on a daily basis; therefore, we ask for discretion in managing your portfolio. In order to make timely decisions in fast-moving markets, discretionary authorization permits advisors to make investment decisions, such as purchases and sales of securities, on your behalf without prior consent.
We utilize a relative strength analysis to regularly evaluate investments, and we keep in close touch with each client, providing updates on market shifts, retirement plan progress, required minimum distributions, annual reviews, and other pertinent updates.
We work on a fee-basis rather than by commission. Our annual fees are based on assets under management (AUM) and are billed quarterly.
On average, our fees tend to be lower than 1% on the total AUM. Although fees vary based on the size of the portfolio and wealth management needs, most portfolios under $1 million are charged 1% of AUM, while accounts over $1 million receive breakpoints –fees are often reduced when portfolio sizes reach $2 million, $3.5m, $5 million,$7.5m, $10 million, $15 million, and $25 million. Fees on portfolios over $25 million are negotiable.
Fees for an advisory program include advisory services, performance measurement, transaction costs, custody services, and trading. Fees are based on the assets in the account are assessed quarterly.