Alpha Fiduciary

Specialties

Alpha Fiduciary specializes in total wealth planning and management.

Investment Consulting & Management:

–Investment Management, Portfolio Performance and Analysis

–Risk Evaluations /​Bear Market Analysis

–Optimal Asset Allocation & Asset Location

–Prudent Cost Management

–Tax-​Conscious Portfolios

–Evaluation of Employer Retirement Plans

–Optimizing Social Security and/​or Pension Benefits

Advanced Planning:

–Tax Planning and Mitigation

–Cash Flow Planning — Current & Pro Forma

–Unbiased Insurance Information and Advisement

–Legacy, Gifting, and Wealth Transfer Planning

–Wealth Protection

–Business Succession Planning

–Business and Personal Retirement Planning

–Restricted Stock Strategies

–Preparing Heirs for Wealth

Relationship Management:

–Investment Newsletters and Educational Events

–Quarterly Performance Reports

–Yearly and Ad-​Hoc Reviews of Financial Situation and Goals

–Periodic Review of Beneficiaries, Trusts, and Estate Plans

–Facilitate and Support Tax Filings

History

Established in 2006.

Alpha Fiduciary was established to promote a conflict-​free structure for advising clients and managing investments. We do not receive commissions from recommending certain products over others, which gives us the unbiased advantage of having only one goal in mind: do what is best for the client.

Meet the Business Owner

Arthur D.

Business Owner

Arthur is an industry veteran and Accredited Investment Fiduciary® with more than 20 years’ experience working with high net worth clients. He has an extensive background in wealth management with particular expertise in portfolio management. Prior to establishing Alpha Fiduciary, Art was a Senior Vice President with Merrill Lynch where prior to leaving in November, 2006 had built his practice to be the largest of Merrill Lynch’s Arizona territory.

In cooperation with some of the most successful institutional investors in the world, Arthur pioneered the development of Alpha Fiduciaries’ Global Tactical Multi Asset Class Strategies of investing. The strategies serve as the platform basis for which Alpha Fiduciary has been successful in helping its clients achieve financial, philanthropic, and wealth transfer planning.