Alpha Squared Capital, LLC

Alpha Squared Capital, LLC is an investment advisory firm based in Phoenix, AZ, established in 2019 by Corbin Hixson. The firm specializes in providing a range of investment advisory services, including asset management and financial planning. As a fiduciary, the firm is committed to acting in the best interest of its clients. Clients can benefit from tailored investment strategies, continuous portfolio monitoring, and regular communication to align with their financial goals and risk tolerance. For asset management services, Alpha Squared Capital charges fees based on a tiered schedule, with annual percentage charges ranging from 1.00% to 2.00% based on assets under management. Financial planning and consulting services are offered on an hourly or flat fee basis, with maximum fees not exceeding $525 per hour or $10,000 flat fee. Retirement plan consulting services are billed based on a percentage of plan assets under management, not exceeding 1.00%. The firm's investment strategies include asset allocation, long-term and short-term purchases, leveraged and inverse exchange-traded funds, with a focus on managing risk and achieving clients' investment objectives. Alpha Squared Capital does not charge performance-based fees and does not participate in directed brokerage. The firm also provides voting services for client securities and maintains a transparent proxy voting policy. Clients have the option to grant investment discretion to the firm, allowing Alpha Squared Capital to execute transactions on their behalf. The firm does not charge additional fees for proxy voting services and does not have any financial disclosures or bankruptcy history. Corbin Hixson, the Chief Compliance Officer, leads the firm with a background in finance and relevant industry licenses and certifications.