Advisors are Welcome

Reasons why advisors are partnering with AlphaCore

  • Seeking a succession plan for their practice
  • Operational and compliance support
  • Seeking additional growth and lead generation
  • Assistance in allocating to alternative strategies
  • Comprehensive wealth planning services

Alphacore Wealth Advisory Welcomes

Constellation Wealth Capital as a Strategic Investor

This collaboration sets the stage for accelerated growth and opportunities to offer our clients even more robust advisory services.

Interested in Partnering With Us?

Whether you are looking to introduce alternatives expertise or grow and scale your practice, the AlphaCore team and resources offer advisors the ability to focus on what’s important to them: their relationship with their clients.

Hear from Senior Wealth Advisors Stephanie Williams and Chris Maudlin on why they joined AlphaCore for its unique approach to wealth advisory.

Hear from our CEO, Dick Pfister, why advisors are joining AlphaCore Wealth Advisory.

Hear from Eric Gerster, chief investment strategist at AlphaCore, on merging Magnolia Lane Financial Advisors with AlphaCore: A tale of partnership, shared values and the transformative power of a common investment approach.
Hear from Edward Durica, III, CFA, and Jim Johnston, senior wealth managers at AlphaCore, on why they chose to merge Johnston & Associates Inc. with AlphaCore. Learn about their critical considerations, including people, culture and infrastructure.

AlphaCore Is:

Independent

Our independent business structure gives us the freedom to make recommendations with our clients’ best interest in mind. We are an SEC-registered investment advisor. We are not affiliated with any broker dealer.

Cutting Edge

AlphaCore advisors have the resources to create portfolios that include alternative investments to shield portfolios from volatility and pursue returns in a variety of market environments.

Award-Winning

We are nationally recognized by industry media outlets. While fame is not our top priority, it’s nice to be recognized for being excellent at what we do.

We might be right for your practice if you:

Have an Aversion to the Outdated
  • Access to and expertise in alternative investments in combination with stocks and bonds
  • Institutional-quality manager research
  • Tailored portfolio solutions
  • Open-architecture investment approach
Have a Tech-Forward Mindset
  • In-depth quantitative and qualitative reporting on portfolios and holdings
  • In-house rebalancing
  • Financial planning tools
  • Proprietary risk analytics tool
  • CRM platform
Need Strength in Numbers
  • Expanded support team
  • Trading
  • Data warehousing and security
  • Estate planning resources
  • Insurance planning resources
  • Implementation and transition services
  • HR and benefits resources
  • Marketing resources
  • National referral network
  • Compliance infrastructure

Why We’re Growing

Clients choose AlphaCore for a variety of reasons. Here are a few:

Investments for Today’s Environment
  • Alpha-centric investments in combination with beta exposure to protect capital during corrections
  • Access to alternative investments in combination with stocks and bonds
  • Liquid and illiquid solutions
Education and Research
  • Quarterly investment commentary
  • Monthly webinar schedule
  • In-person educational and social events
Best-In-Class Team
  • A full-service client experience
  • Goals-based wealth planning paired with innovative investment management, delivered by a team who puts your interests first
  • Experienced team with the knowledge to successfully navigate various market environments

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