Alpha Asset Consulting is an institutional investment consulting firm. We provide unbiased advice to individuals and committees charged with managing and monitoring corporate retirement plans in order to help them strategically address their fiduciary responsibilities.
The specialized nature of our work allows us to foster long-term relationships with our clients, and we take our fiduciary duties very seriously. We are not affiliated with any financial services or actuarial firms; we receive compensation solely through client fees and never by way of a third party.
Partnering with our clients, we help them develop investment objectives and strategies, select investment managers, funds, custodians and recordkeepers, and monitor and evaluate plan performance. We assist clients in cost-effectively optimizing their plans' risk/return trade-offs through implementation of rigorous analytical processes that allow them to fulfill their fiduciary obligations to participants and beneficiaries. Additionally, we offer a broad range of project-based consulting services tailored to fit individual circumstances. At Alpha, our strength lies in creating customized, workable solutions for real world problems.