Alpha Investment Consulting Group, LLC

Alpha Investment Consulting Group, LLC, established in 1996 and based in Milwaukee, Wisconsin, offers comprehensive investment consulting services to various clients, including defined contribution plans, high net worth families, and healthcare systems. The firm provides tailored investment advice, asset allocation analysis, manager searches, negotiation of fees, and ongoing portfolio monitoring. Clients can opt for non-discretionary or discretionary consulting services, with discretionary clients granting authority for transactions in mutual funds or ETFs. As of year-end 2025, Alpha provided consulting services for over $4.3 billion and discretionary advisory services for over $630 million. Regarding fees, Alpha typically charges an annual flat retainer fee based on factors like the number of portfolios, total asset value, and services required. Fees are negotiable, with additional costs incurred for investment managers and brokerage transactions. The firm does not accept performance-based fees and provides a detailed breakdown of potential investment risks, such as interest-rate risk and market risk. Alpha's investment strategies focus on achieving client return objectives while managing risk factors like interest-rate fluctuations and market events. The firm conducts thorough due diligence on investment managers, considering qualitative factors like team experience and investment strategy consistency. Clients receive regular performance reports and asset allocation analysis to track portfolio performance. The firm operates as an independent consulting entity, with no proprietary products or affiliations with financial institutions. Alpha's employees adhere to a strict code of ethics, with compliance oversight conducted by designated personnel. Clients' assets are held by qualified custodians, and the firm does not provide custodial services. Alpha also offers discretionary authority for trading within agreed-upon guidelines and restrictions.