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VerifiedInvestment Management

Advisory Alpha

Advisory Alpha delivers comprehensive asset management services to our independent advisor partners as well as individual investors and retirement plans. Our philosophy is not to simply provide investment management services, but to provide partnership and counsel. We love what we do. And, we will always strive to improve our solutions and services with the sole goal of adding tremendous value to each and every client. We use the phrase “Don’t hurt me” to describe the attitude and expectation of most investors. Rather than attempting to aggressively achieve extremely high returns at the risk of severe loss, our goal is to strive for consistent, attractive returns. Aside from our investment solutions, we found a significant need to promote effective communication to investors. We continually develop tools designed to help investors gain a strong understanding of our specific investment philosophy and the investment solutions available today. Advisory Alpha’s roots can be traced back more than thirty five years but was established as an SEC Registered Investment Advisory firm in 2011. The firm is privately owned and located in Grand Rapids, MI but serves thousands of clients across the country.

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Employees46(11 to 50)Annual revenue<$1MWebsiteadvisoryalpha.comLinkedIn profileLinkedIn

Verified contacts

29

available on Kipplo

LinkedIn employees

46

11 to 50 range

Open roles

no listings

Distinct roles

23

indexed titles

Tech stack

2

tools in use

Monthly traffic

20

organic / mo

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Top roles at Advisory Alpha

23 distinct titles indexed · top 10 shown.

  • 2advisor consultant
  • 2investment advisor representative
  • 2portfolio data manager
  • 1advisor care
  • 1advisor care associate
  • 1advisor care consultant
  • 1chief compliance officer
  • 1compliance associate
  • 1compliance specialist
  • 1development specialist
  • +13more titles

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