Fact Sheets, Brochures and Performance Reports are updated as of March 31, 2017.
Using separately managed accounts, Alpha offers several strategies with varying degrees of risk for individual investors, IRA accounts and retirement plans. Click on the links below to view the brochures and most recent quarterly performance.
Our strategies use index funds and/or ETFs as the investment vehicle. We use various custodians, tax-deferred variable annuity companies, and investment platforms to actively manage our strategies. Please go to the Financial Professionals page for a complete list.
Alpha Bonds Strategy
A strategy designed to provide smooth capital growth and income.
Alpha Mid-Cap Power IndexTM Managed Account
An asset allocation strategy which exploits the sixty year pattern of "skewing" market returns into a six to seven month "power zone".
The hypothetical performance (January 1, 2000 to December 31, 2009) of the Alpha Mid-Cap Power Index Managed Account model has been examined by an independent accounting firm. Click the link to the right to view the examination report.
The performance record (January 2010 to present) of the Alpha Mid-Cap Power Index Managed Account strategy is examined by an independent accounting firm. Click the link to the right to view the most recent quarterly performance examination report.
Alpha Multi-Income Strategy*
A strategy that seeks to generate income from a variety of sources, achieve strong capital appreciation during stock market advances, and reduce stock market related exposure and portfolio risk during extended stock market declines.
*Only available at Trust Company of America.