Alpha Cubed Investments


We believe in alpha generation through disciplined risk management.

Risk Management
Market Research
Financial Planning
Family Office
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Welcome to Alpha Cubed Investments

Alpha Cubed Investments is an independent, SEC-registered investment advisory company. We follow a research-driven 3 step investment process based on: 1) fundamental analysis, 2) technical analysis, and 3) risk management in an effort generate alpha to try and deliver strong long-term returns. We may also utilize a tactical allocation trading strategy in some of our investment programs to increase market exposure when the probabilities to the upside appear high and to reduce market exposure and have a sell discipline when the probabilities to the downside increase. The firm offers income, balanced, and growth portfolios as well as custom portfolios, including concentrated position management.