Client Stories
Your unique goals, our personalized approach.
AlphaCore’s purpose is to assist clients in navigating diverse financial challenges, tailoring strategies to pursue long-term prosperity therefore empowering clients to achieve their unique goals and objectives.
Each illustrative client story embodies our commitment to providing comprehensive, personalized solutions which differ from traditional wealth management approaches.
These scenarios are illustrative examples based on specific client interactions with AlphaCore advisers and are not representative of all client experiences. AlphaCore acknowledges that each prospective client’s circumstance is different and will be reviewed to tailor the services per the client’s needs.
Problem
Many successful business owners are accustomed to managing their personal finances due to a lack of trust in other advisors and can often become overwhelmed by the complexities and time commitment of managing their wealth. This is the dilemma an AlphaCore client found himself in after 2022. The challenges of a difficult market, with stocks and bonds performing poorly, left him feeling unsure of how to safeguard his wealth.
Solution
In search of a unique investment approach, the client turned to AlphaCore. Through in-depth consultations about his goals and needs, it became evident that his primary concerns were mitigating downside volatility while creating multi-generational wealth. AlphaCore responded by reallocating and diversifying his portfolio away from a traditional stock-bond allocation. They introduced additional asset classes and strategies such as global macro, long-short equity investing and managed futures. It was AlphaCore’s proposal that such a shift may significantly reduce portfolio volatility and increase potential returns.
Outcome
The client adopted this solution to his financial challenges with AlphaCore’s differentiated approach. Working with AlphaCore allowed him to focus entirely on what he does best, managing his company. AlphaCore’s commitment to delivering comprehensive and tailored financial solutions made this transition possible, highlighting the role AlphaCore offers to our clients looking for support and guidance to meet their objectives.
These scenarios are illustrative examples based on specific client interactions with AlphaCore advisers and are therefore illustrative and not representative of all client experiences. AlphaCore acknowledges that each prospective client’s circumstance is different and will be reviewed to tailor the services per the client’s needs. Due to various risks and uncertainties, actual events, results or performance may differ materially from those reflected or contemplated in any forward-looking statements. Past performance is not indicative of future results.
Problem
A couple utilizing AlphaCore’s investment services sought a more comprehensive financial plan to assess their entire financial picture. The client was specifically focused on transferring their wealth to the next generation and sought a transition plan that would smoothly shift to their son and grandson over time. The client wished to address the family’s unique financial needs and preserve long-term growth potential.
Solution
To tackle this challenge, AlphaCore worked closely with the clients, collaborating with a trusted estate attorney to craft a carefully planned trust for the family. AlphaCore successfully transitioned many of the investments, preserving the portfolio’s long-term growth potential for both the son and grandson. They worked directly with the son to provide a deep understanding of the investment portfolio, resulting in recurring portfolio reviews and open communication to address questions and concerns.
Outcome
As a result of AlphaCore’s tailored solution, the clients are on a more secure financial path. By addressing the family’s specific needs and carefully planning the transition to G2 and G3, AlphaCore facilitated a smooth and effective financial strategy. The ongoing communication and proactive approach contributed to the family’s understanding of their investment portfolio and the confidence to navigate their financial future. This story exemplifies AlphaCore’s commitment to delivering comprehensive and personalized financial solutions that empower families to achieve their long-term financial goals.
These scenarios are illustrative examples based on specific client interactions with AlphaCore advisers and are therefore illustrative and not representative of all client experiences. AlphaCore acknowledges that each prospective client’s circumstance is different and will be reviewed to tailor the services per the client’s needs. Due to various risks and uncertainties, actual events, results or performance may differ materially from those reflected or contemplated in any forward-looking statements. Past performance is not indicative of future results.
This material is being provided for informational purposes only. This material represents the current views and opinions of AlphaCore Capital, and there is no guarantee that any opinions will prove to be accurate, or any forecasts made will come to pass. No obligation is undertaken to update any information, data or material contained herein. AlphaCore provides investment advice only within the context of our written advisory agreement with each AlphaCore client. It should not be assumed that any strategy or investment recommendations or decisions we make in the future will be profitable.
Any specific security or strategy is subject to a unique due diligence process, and not all diligence is executed in the same manner. All investments are subject to a degree of risk, and alternative investments and strategies are subject to a set of unique risks. No level of due diligence mitigates all risk, and does not eliminate market risk, failure, default, or fraud. There is no guarantee that any investment strategy will achieve its objectives, generate profits or avoid losses. Past performance is not indicative of future results.
Before embarking on any investment program, you should carefully consider the risks and suitability of a strategy based on your own investment objectives and financial position. Equity investments entail equity risk and price volatility risk. The potential for profit is accompanied by the possibility of loss. Market disruption can be caused by economic, financial or political events and factors. Such disruptions could lead to increased market volatility, reduced liquidity in the securities markets, or significant negative impacts on issuers and the securities markets. Investments in private funds can involve higher risks, the lack of liquidity and as the funds are not publicly traded, and, as a result, the fair value of these investments may not be readily determinable.