For female advisors today, the demands of the industry are increasing and we’re not advancing. Family and lifestyle suffer while our male advisors continue to flourish and outnumber us by more than 3 to 1.
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 Fiduciary Fee-Only. Payouts range from 50-70%, a generous start towards a pathway to get from A to B.
Alphavest is here to help female advisors take opportunity with the greatest transformation of wealth–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. Those women of new, existing and inherited wealth want to work with women. Overwhelming, they need our help. In a conflicts-of-interest FREE, FIDUCIARY capacity.
Being a stock picker may not be your thing. Buy and Hold rhetoric had investors in the market too long during the crash and 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 not only offer in-house curated investment models, managed with long-term track records, we also offer access to the market’s most attractive ETF’s and mutual funds. Stocks and bonds–those, too. Each Alphavest model is built around a particular investing strategy with discipline rules-based methodology—such as our Buffett-esque Equity Income model to our Bull-Bear Tactical model. Cutting edge data on our models is at your fingertips that will aide you in offering rarely found ETF based 401k plans to discussing a Roth IRA with a new investor. Stock Models–we have those too.
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.
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.
Models. Allocations. Customized or automated. Your Choice. AND, custodian agnostic.
Profit Share, 401k and health benefits add to our hefty compensation scale.