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Company Details
AlphaCore Wealth Advisory was founded by Dick Pfister, a seasoned investment professional, with the goal of delivering a client-first, innovative approach to wealth management. The firm was established on the principles of diversification, transparency, and accessibility to alternative investments—offering a differentiated solution for clients seeking long-term financial security.
AlphaCore’s mission is to provide clients with a holistic and innovative wealth management experience by blending alternative and traditional investments, offering enhanced portfolio stability and returns. Their approach emphasizes collaboration, education, and transparency to empower clients to achieve their financial aspirations.
- The Core Difference: AlphaCore sets itself apart by providing access to alternative investments, which are often unavailable to retail investors, alongside traditional strategies to enhance portfolio diversification and mitigate risk.
- Client-Centered Approach: The firm offers bespoke wealth management solutions that address specific client goals, ranging from retirement planning to multi-generational wealth transfer.
- Innovative Technology: Cutting-edge financial tools and client portals ensure seamless communication and real-time portfolio insights.
Key Milestones in AlphaCore’s Growth
- Founding Vision: AlphaCore pioneered an investment model that integrates alternative investments with traditional wealth management, providing clients with enhanced portfolio diversification.
- Strategic Mergers: In 2024, AlphaCore merged with All Season Financial Advisors, establishing a stronger presence in Denver and broadening its client base.
- Educational Leadership: Founder Dick Pfister frequently participates in industry thought leadership, exemplified by interviews with platforms like iCapital, where he shares insights into AlphaCore’s innovative strategies.
- Client-Centric Summit: Hosted the AlphaCore Wealth Summit, an annual event designed to educate and engage clients, advisors, and industry partners.
AlphaCore Wealth Advisory positions itself as a firm that blends traditional and alternative investment strategies to create comprehensive financial solutions for clients. Guided by a commitment to aligning financial decisions with individual objectives, AlphaCore serves high-net-worth individuals, families, and institutions with a focus on long-term wealth preservation and growth.
Role as Advisors
AlphaCore acts as a fiduciary wealth manager, prioritizing transparency and client-centric strategies. Their advisory approach integrates diversified investment portfolios with personalized financial planning, ensuring that clients benefit from a tailored and disciplined strategy. The firm's emphasis on incorporating institutional-grade alternative investments alongside traditional assets is a hallmark of their expertise, setting them apart in the wealth management space.
Services Offered
AlphaCore offers a full suite of financial services designed to address various aspects of wealth management:
- Investment Management: Customized portfolios that combine traditional investments, such as equities and bonds, with alternative investments, providing enhanced diversification and risk management.
- Wealth Planning: Comprehensive planning services include retirement strategies, tax-efficient solutions, and estate planning, all designed to align with clients’ long-term goals.
- Educational Initiatives: AlphaCore regularly hosts educational events and webinars, helping clients stay informed about financial strategies and market trends.
Unique Expertise
AlphaCore's distinctive strength lies in its ability to integrate alternative investments—typically available only to institutional investors—into client portfolios. This innovative approach allows them to enhance portfolio performance and mitigate risk. Additionally, the firm’s team is composed of experienced professionals with diverse backgrounds in finance, technology, and wealth management, ensuring high-quality service and innovative solutions.
AlphaCore Wealth Advisory provides a modern and comprehensive approach to wealth management, leveraging advanced strategies and a deep commitment to personalized service.
AlphaCore Wealth Advisors Investment philosophy is centered on creating robust, diversified portfolios that integrate traditional and alternative investments. Recognizing the evolving complexities of global markets, AlphaCore seeks to reduce portfolio volatility while striving to achieve superior long-term performance. The firm focuses on delivering “alpha-driven” returns, emphasizing active strategies that prioritize consistent results over market-index tracking("beta-driven" returns).
Key tenets of AlphaCore philosophy include:
Modern Portfolio Design:AlphaCore moves beyond the traditional 60/40 investment model, incorporating alternative strategies to address today’s market uncertainties.
- Risk Mitigation: By diversifying across a broader spectrum of asset classes, including alternative investments, AlphaCore helps protect portfolios during market downturns.
- Transparency and Accessibility: They demystify alternative investments, ensuring clients understand the strategies, liquidity options, and fee structures associated with their portfolios.
Investment Program Features
Comprehensive Portfolio Construction
AlphaCore’s approach blends traditional assets like stocks and bonds with alternatives such as private equity, real estate, and hedge fund strategies. This mix is designed to:
- Reduce overall portfolio volatility.
- Enhance risk-adjusted returns.
- Provide greater resilience against market shocks.
Alternative Investment Expertise
One of AlphaCore’s unique strengths lies in its ability to integrate institutional-grade alternative investments into client portfolios. These include:
- Hedge Funds: Strategies designed to capitalize on market inefficiencies.
- Private Equity: Investments in privately held companies to drive long-term growth.
- Real Assets: Real estate and infrastructure investments to hedge against inflation.
- Liquid Alternatives: Accessible strategies offering diversification with enhanced liquidity.
Customization and Client-Centric Approach
AlphaCore’s portfolios are tailored to individual goals, risk tolerance, and liquidity needs. Advisors Work closely with clients to ensure strategies align with their specific financial objectives.
Education and Transparency
AlphaCore places a strong emphasis on client education, providing detailed resources such as guides on alternative investments. The firm demystifies complex strategies, ensuring clients fully understand the rationale behind their investment plans.
Investment Committee and TeamExpertise
AlphaCore’s investment committee,composed of seasoned financial professionals, oversees portfolio constructionand strategy implementation. The team brings a wealth of expertise acrossglobal markets and alternative investments.
- Leadership: Dick Pfister, AlphaCore’s founder, leverages decades of experience in alternative asset management and global markets to guide the firm’s investment vision.
- Collaborative Expertise: The committee works collaboratively, combining research-driven insights with real-world experience to ensure portfolios are resilient and dynamic.
- Commitment to Innovation: AlphaCore’s team actively evaluates emerging opportunities in alternative investments, keeping portfolios ahead of market trends.
Conclusion
AlphaCore Wealth Advisory Investment program reflects a modern approach to wealth management, designed to navigate the complexities of today’s markets. By integrating traditional and alternative assets into customized, risk-aware portfolios, the firm provides clients with robust solutions tailored to their unique goals. With a strong emphasis on education, transparency, and cutting-edge expertise, AlphaCore sets itself apart as a leader in delivering comprehensive and innovative investment strategies.
Locations
Company Videos
Acquisition Model
Full Acquisition
Yes
Yes
Max Cash: 70%
Max Equity: 65%
Retention terms vary based on deal structure.
For existing clients partners will receive 25% of revenue. For new clients, if self sourced it can be as high as 50%. If the new client is sourced by AlpahCore, partners will receive 25-33% of revenue.
Mandatory Points of Alignment
AlphaCore would like all partners to adopt the brand immediately to promote a unified firm.
To scale the business effectively, AlphaCore asks all partners to adopt their technology and systems.
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 Wealth Advisory offers financial advisors a platform that balances independence with institutional-grade support. Advisors joining AlphaCore gain access to robust operational resources, including compliance oversight, HR services, marketing support, and advanced financial technology. The firm’s infrastructure is designed to alleviate administrative burdens, allowing advisors to focus on cultivating client relationships and growing their practices.
Additionally, AlphaCore’s expertise in alternative investments enables advisors to deliver diversified, sophisticated portfolios that differentiate their services in the marketplace. Advisors also benefit from collaborative opportunities within a community of like-minded professionals and seamless integration support during acquisitions. For those seeking succession solutions or scalability, AlphaCore provides a structured approach that preserves the advisor’s legacy while enhancing client offerings through innovative resources and advanced investment 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:
- Tax Planning
- Estate Planning
- Philanthropic expertise
- Education Planning
- Insurance Planning
- Advanced Alternatives offerings
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.
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