Institutional Quality

We selected Charles Schwab as our asset custodian for one very important reason. It is to ensure the protection of your assets and personal information. We want you to be able to sleep at night knowing you are protected from cyber-security threats present in today’s technologically advanced world. For access to crucial economic data and the most current financial research, our subscription to FactSet® allows us to make the most well-informed investment decisions for your portfolio.

Complete Customization

At Alpha Prime Capital, your portfolio is truly tailored to your exact profile. Although our clients on average have a high risk-tolerance, we understand that your needs vary and no-two of our accounts look identical. For example, if you already have a large exposure to Apple stock with another manager, we would refrain from adding that security to your account even though it may be a holding in most of our other client accounts. You are an individual with needs unlike anyone else, and we give you the custom-tailored service you deserve.

In-House Proprietary Investment Strategy

Our investment strategy consists of two parts. The first is a larger long-term portion, in which we invest in securities that we expect to outperform their peers in the next few years and beyond. Our second smaller portion is tactical in nature and is more focused on taking advantage on short-term mispricings in the market. In general, we attempt to never get too enthusiastic or too negative on the overall market or individual company. Instead of making emotional mistakes that many market participants are prone to, we stay level-headed and aim to capitalize on them.

Transparency 

Alpha Prime Capital believes in complete transparency and no hidden fees, tricks, or misinformation. We are proud of our historical outperformance and low fee structure, and we are focused on continuing this strong tradition.