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 framework based on fundamental and technical analysis to: 1) help protect investor capital through disciplined risk management, 2) discover attractive values in the markets, and 3) generate alpha to try and deliver outsized, long-term returns. We look to exploit inefficiencies in the markets to identify dislocations and/or contrarian sentiments. 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 when the probabilities to the downside seem high. The firm offers income, growth and income, and growth portfolios as well as a special situation program levered to rising interest rates.