Alpha Investment Consulting Group

  • Financial Services
  • Milwaukee WI
  • 15 employees
  • Financial Services
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Company Overview

Headquarters
111 E. Kilbourn Avenue, Suite 1600, Milwaukee WI
Website
alpha-investment.com
Phone
(414) 319-4100
Employees
15
Founded in
1989
Industry
Financial Services
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Financials & Stats

Revenue

$3B

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Who is Alpha Investment Consulting Group

Alpha Investment Consulting Group, LLC is an independent, employee-owned investment consulting firm based in Milwaukee, Wisconsin. Founded in 1989, the company has 15 employees and generates around $2.5 million in annual revenue. Alpha Investment Consulting Group specializes in providing services exclusively to institutional investors. The firm's core principles of independence, objectivity, and trust guide every client relationship and service offering. They are dedicated to helping clients achieve their investment goals and fulfill their fiduciary responsibilities. As an SEC-registered investment consulting firm with no affiliations to brokerages or product sales, Alpha Investment Consulting Group emphasizes minimizing conflicts of interest and maximizing portfolio value for its clients. Alpha's independence from other financial services allows them to provide unbiased advice and recommendations tailored to each client's unique needs and objectives. They pride themselves on their commitment to transparency and open communication, working collaboratively with clients to develop and implement customized investment strategies. For more information about Alpha Investment Consulting Group's services and how they can assist institutional investors, visit their website at alpha-investment.com.

Alpha Investment Consulting Group Industry Tags

Fiduciary Standards
Directed Investment Consulting
Investment Policy Development
Manager Research & Evaluation
Custodial/Administration Search & Evaluation
Performance Monitoring & Reporting
Fee Negotiations with Vendors
Fee Benchmarking
Financial Services
Financial Advisory Services
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FAQ

What is the location of Alpha Investment Consulting Group's headquarters?
The headquarters of Alpha Investment Consulting Group are situated at 111 E. Kilbourn Avenue, Suite 1600, Milwaukee WI
What is Alpha Investment Consulting Group's phone number?
Alpha Investment Consulting Group's contact number is (414) 319-4100.
What is Alpha Investment Consulting Group's official website?
The official website of Alpha Investment Consulting Group can be found at alpha-investment.com.
What is Alpha Investment Consulting Group's current revenue?
As of October 2016, Alpha Investment Consulting Group's annual revenue reached $3B.
How many employees does Alpha Investment Consulting Group currently have?
Alpha Investment Consulting Group employs approximately 15+ people as of October 2016
Which industries is Alpha Investment Consulting Group primarily operating in?
Alpha Investment Consulting Group operates in the following industries: Finance, Credit
What are Alpha Investment Consulting Group's industry tags?
Alpha Investment Consulting Group's industry tags include: Fiduciary Standards, Directed Investment Consulting, Investment Policy Development
When was Alpha Investment Consulting Group founded?
Alpha Investment Consulting Group was founded in 1989.

Employee Directory

Key Employees

Bailey Jordan

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