Alpha Cubed Investments, LLC

Alpha Cubed Investments, LLC, established in 2011 in California, is a financial advisor firm with Todd Walsh as the majority owner. The firm manages over $3 billion in assets, with a focus on providing investment advisory services. Services offered include asset management, financial planning, and consulting. The firm emphasizes continuous account supervision and offers individualized investment advice tailored to clients' needs. Clients can have discretionary or non-discretionary portfolios, with options for placing reasonable restrictions on investments. Investment strategies include long-term and short-term purchases, trading, short sales, margin transactions, and option strategies. Fees are based on assets under management, not exceeding 1.50% annually, and are billed quarterly. The firm acts as a fiduciary, committed to acting in the best interests of clients. Clients have the option to direct brokerage, but the firm recommends using Fidelity or Schwab. The firm participates in prime brokerage services and may execute concurrent trades for multiple accounts. Clients receive account statements directly from custodians and have the option to grant investment discretion. The firm does not accept proxy-voting responsibility for clients. Alpha Cubed Investments does not require prepayment exceeding $1,200 or have a history of bankruptcy.