Who We Serve

Who We Serve

Applications built for everyone.

  • Investors

    Investors today are overwhelmed by information, advice, emotion and data. This burden makes confident investing impossible.

    At Alphavest, our focus is on an objective, rules-based investment strategy.
    We know what works, we proactively pay attention to key investment indicators, and we manage assets with objectivity.

    Emotion is out, logic is in.

    Alphavest’s Dynamic Investment Models leverage streaming, global data and historically proven research, lending creative investment solutions and minimizing downside risks and lending creative investment solutions that produce consistent Alpha.

    Alphavest’s models are actively and tactically managed, ranging from extremely aggressive to moderate to conservative and are designed for short, medium and long-term investors.

    Utilizing a basic tactical approach to your investment strategy, such as those employed by Alphavest, you could have increased, possibly doubled your investment returns since 2000 as opposed to having lost money in the broken “buy and hold” method.

  • Employers

    The days when a 401k advisor would come onsite with far too many options, far too much jargon and too few real answers are over. The social bond that companies make with their employees requires superior stewardship and resources.

    The Alphavest 401k investment approach is based on time-tested, data-driven strategies that seek to outperform their benchmarks in every market, created for all types of investors — aggressive to conservative, short-term to long-term.

    When it comes to your company’s 401k plan, we employ the same rigorous, disciplined approach (rules-based not emotion-driven strategy) to enable your plans to participate in the upsides of the market and then to reposition when market swings reverse or opportunities arise elsewhere.

    Unlike traditional brokerage houses, stockbrokers, money managers or financial planners, Alphavest provides 100% objective decision-making that is fee-only. Commissions are not — and never will be — the way we do business.

  • Advisors

    For Advisors today, the competitive demands of the industry are ever-increasing and female advisors are not advancing at the industry pace of their male counterparts. Family and lifestyle suffer while male advisors continue to flourish and outnumber us by more than 3 to 1.

    Alphavest is committed to serving investors with the specific needs of greatest transformation of wealth in history. 2/3rd of all assets transferred by 2030 will be woman controlled. This represents a tripling of the current $1T in wealth controlled by women in less than a decade. These women of new, existing and inherited wealth want to work with qualified Advisors they relate to and trust. The demands of this wave of investors include a conflicts-of-interest FREE, FIDUCIARY investment experience informed by their diverse and all encompassing lifestyles.  These women are do-ers and they have goals and aspirations, beyond wealth accumulation. They desire more Perfect Days and a framework for work-life-wealth. As do the Advisors that serve them. If you’re an Advisor and you’ve read this far, we at Alphavest would like to have a brief no pressure conversation with you. Join us in this next great era of wealth management.

    If you’ve not considered a move to the Investment Advisory FIDUCIARY side of the Advisory world–let us help you see how to bridge the gap from brokerage/commissions to a Fiduciary Fee-Only, conflicts of interest free advisory practice. Payouts range from 50-70+%, a generous start towards a pathway to get from A to B.

    Meet Cokie Cox, Founder and CEO of Alpahvest. She “wrote the book” on Perfect Day.  As a CFP® and advisor at 23, to parenthood, single motherhood, failed partnerships, a life of many summits (Everest!), successful mergers and through many iterations of a wealth management, Cokie has built a life and Alphavest on a foundation of her Perfect Day process. Advisors, staff and clients understand what it means to have more perfect days.

    “Are you stressed, exhausted, overworked, and undervalued? Are your friends and family only getting your “leftovers”? Have you lost sight of the reason you became an Advisor in the first place? If you answered yes to any of these questions, you are suffering from Lifestyle Deficit Disorder™ (LDD).”

    Learn and live the process that has cemented Alphavest’s best and longest client relationships. Perfect Day process will transform your life as an Advisor as well as the lives of your clients.

    Whats’s your investment philosophy?  Being a stock picker may not be your thing. Buy and Hold rhetoric keeps nervous investors in the market too long and then they find themselves on the sidelines during the recovery. Yet, market timing is too tricky, too emotion-based. Clients are looking for a fresh approach that’s results driven, impervious to market swings and volatility.

    We offer in-house curated investment models, managed with long-term track records, utilizing the market’s most attractive and fee conscious ETF’s and mutual funds. Stocks and bonds–those, too. Each Alphavest model is built around a particular investment strategy with discipline rules-based methodology—such as our Buffett-esque Equity Income model to our Dynamic Core Equity (formerly Bull-Bear Tactical) Model. Cutting edge data on our models is at your fingertips that will aide you in practice from offering a wide range of customized solutions, from rarely found ETF based 401k plans to Back-Door Roth IRAs, to dollar-cost averaging accounts for a new investor.

    Want to create your own models and customize your client’s portfolios? You will have research access from our partners at YCHarts, NASDAQ and Morningstar, to name a few. Not to mention full access to our Chief Investment Officer, Elizabeth Breaden, CIO for portfolio construction and allocation design.

    Our Dynamic Investment Allocations–think Aggressive to Conservative and those in between– will match to any and all client risk profiles and leverage streaming, global data and historically proven research, lending creative investment solutions and seeking to minimizing downside risks that produce consistent Alpha.

    Most of Alphavest’s models and allocations are actively and tactically managed, ranging from extremely aggressive to moderate to conservative and are designed for short, medium and long-term investors. Our 3-6-10 Allocation Plan, and its champion our Dynamic Core Equity Model will transform how you navigate and how your client’s experience the inevitable ups and downs of short and long-term investing.

    Models. Allocations. Customized or automated. Your Choice.  AND, custodian agnostic.

    Profit Share, 401k and health benefits add to our hefty compensation scale.

    If you’re an Advisor and are interested in taking the next step towards more time and money in your life–more Perfect Days, let’s set up a time to talk details, needs and fit.

    Take a look HERE at what’s next for Advisors at Alphavest.

The Liberated Investor Guidebook

Whether you choose Alphavest or not—Our founder and author of The Liberated Investor Guidebook want you to know.

The Liberated Investor Guidebook will provide you with practical advice and recommendations to help you understand the game and play it better.

Download the Guidebook here


Say yes to your financial future

Are you wondering how you can lower the fees you’re paying and be active and responsible with your investing? No sales gimmicks or pressure tactics – just 15 minutes of Cokie.

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