Company Details
With an independent business structure, AlphaCore possesses the liberty to prioritize its clients' best interests when making recommendations. As an SEC-registered investment advisor unaffiliated with any broker-dealer, they maintain a commitment to unbiased advice. This independence allows them to stay at the cutting edge of portfolio creation, integrating alternative investments to mitigate volatility and seek returns across diverse market conditions. Their expertise has earned them national recognition from industry media outlets.
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Acquisition Model
Max Cash: 70%
Max Equity: 65%
Retention terms vary based on deal structure.
Mandatory Points of Alignment
To scale the business effectively, AlphaCore asks all partners to adopt their technology and systems.
As long as the client's needs are met, partners have full autonomy over their calendars.
With collaboration, AlphaCore will work with its partners to build an annual budget.
AlphaCore asks all partners to adopt their client experience.
AlphaCore has a devoted practice management team that advisors are encouraged to utilize.
Advisors can continue to manage their own strategies, but must centralize trading activities and align with AlphaCore's investment philosophy.
Advisor Value Proposition
AlphaCore brings a unique investment sourcing and due diligence capability given the professional backgrounds of its principals and research professionals. Its team members have extensive trading, investing, and risk management backgrounds. This has helped AlphaCore build an investment philosophy dedicated to rigorous measuring, monitoring, and management of risk. Furthermore, the collective professional experience of its team provides the platform with a deep and extensive network of investment managers across multiple assets classes and strategies.
AlphaCore has a dedicated planning group comprised of CFPs and support staff accessible to all advisors across the country. Additionally, the investment team comprises five full-time research analysts and one intern that are available as needed. In instances where clients have more complex inquiries, the research team is brought in to provide detailed insights. Known for their articulate communication skills, the team excels in client interactions, contributing to a seamless and impactful client experience.
AlphaCore uses comprehensive technology solutions that take the burden of operations off of advisors' shoulders, giving them the freedom to do what they do best, being in front of their clients.
In addition to financial planning and wealth management, AlphaCore offers expertise in a wide range of areas, including philanthropic planning, education planning, tax planning, estate planning, insurance planning, and more.
AlphaCore bolsters its organic growth initiatives through various channels. Being a member of the Schwab Advisory Network provides a steady lead flow for advisors. Additionally, AlphaCore cultivates strategic partnerships with law firms to create Centers Of Influence (COIs). Regular monthly webinars cover a range of topics, including macroeconomic trends, product specifics, and financial planning insights. AlphaCore also hosts client events like Core Connection and Wealth Summit/Symposium to foster engagement and education. Proactive marketing campaigns, executed through platforms like Salesforce and Pardot, ensure ongoing client outreach.
The practice management team, headed by Vince Zupo is dedicated to supporting advisors in the management of their local offices. This team is readily available to provide assistance as needed. Quarterly reviews are conducted with both local and remote teams and advisors. In the first year, these reviews focus on assessing whether advisors are receiving the necessary support and resources. Advisors are encouraged to voice their needs and concerns, whether it pertains to marketing, event planning, expanding COIs (Centers of Influence), or any other areas requiring attention.
AUM Growth
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