Contact Us

LET'S TALK MORE

Why not just manage my own portfolio?

Vanguard research shows that a financial advisor may add about 3 percentage points of value in net portfolio returns over time.*

*The Vanguard Group, “Putting a value on your value: Quantifying Vanguard Advisor’s Alpha,” Francis M. Kinniry Jr., Colleen M. Jaconetti, Michael A. DiJoseph, and Yan Zilbering. 2014.

When you connect with Alpha Pointe Capital, we’ll reach out to schedule a 30-minute conversation with you. By the end of this conversation, you’ll know if we’re a good fit for working together and what your next steps are. If we move forward in a working relationship, our team will take notes, formulate an initial plan, and email it to you within 24 hours of our conversation.