Alpha Fiduciary

Alpha Fiduciary, Inc. is an SEC-registered advisory firm founded in 2006 by Arthur Doglione, specializing in wealth management for high-net-worth clients. The firm manages approximately $110 million in client assets on a discretionary basis, offering investment management services tailored to client objectives through asset allocation models and custom portfolios. Clients undergo a discovery process to align strategies with their needs. Alpha Fiduciary also provides financial planning services on an hourly or fixed-fee basis. The firm acts as the investment adviser for the Alpha Fiduciary Quantitative Strategy Fund, focusing on long-term capital appreciation. Fees for investment management services are tiered based on assets under management, ranging from 0.40% to 1.15% annually. The firm does not charge performance-based fees and requires a minimum account size of $1,000,000. Clients have investment discretion and can connect accounts to the Pontera platform for asset management. Alpha Fiduciary discloses conflicts of interest, disciplinary information, and custody arrangements, emphasizing transparency and client-centric practices. The firm offers proxy voting services and does not participate in solicitor arrangements.