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Jay Rogers

Alpha Strategies Investment Consulting
Portfolio Management

Contact Information:

Ladera Ranch, CA 92694
United States
T: 949-429-7129
www.alpha3pm.com

Years in Business:

 

15

Clients I'm Seeking:

 

accredited investors

About My Business:

 

We perform personalized investment consulting for select affluent families and institutions advising them on asset allocation, manager selection and due diligence. We utilize a post modern portfolio theory approach using both traditional and alternative asset classes. We do our best to minimize portfolio risk through financial engineering, careful oversight and periodic rebalancing. Our clients tend to be long term investors who prefer a comprehensive and customized investment strategy based upon their specific goals and objectives. We utilize a manager-of-managers approach to portfolio management which focuses on best of breed investment managers across the investment spectrum. In our experience the boutique managers have consistently outperformed their larger counter parts for a myriad of reasons. Our goal is simply the pursuit of absolute returns and maximum gains while minimizing volatility and portfolio loss.

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