Alphastar Capital Management was founded in 2011 with a rigid focus and investment philosophy that has allowed us to further learn what advisors genuinely want. Over the years, our eyes have been opened to more opportunities in front of us. This has highlighted affairs that are most important to the majority of advisors. Those discoveries confirmed what we always believed: that most advisors desire to develop a partnership with an experienced team. One they can trust and collaborate with to help them serve their clients better.
There are many ways to address a problem, achieve a goal, or realize investment returns. Similar to the way Financial Independence Group (FIG) advisors utilize a variety of insurance products, riders, and indexes; Alphastar advisors prefer to use an assortment of methods and strategies to achieve their clients’ investment and planning goals.
Alphastar Capital Management’s platform has opened up to accommodate a range of strategic and tactical methods. This spans algorithms to buy and hold, to funds and ETFs versus individual securities. Our investment team (along with our investment partners) have constructed efficient and effective platforms equipped to address almost any client or advisor need.
What Alphastar Capital Management Offers
Currently, we have over 60 different investment models to choose from and blend together to serve a variety of needs and objectives. Among those offerings is Betashield™. Launched in 2017 in partnership with Horizon Investments, Betashield™ is a risk mitigation strategy designed to lower a client’s downside risk. This plan of action has become one of our advisors’ preferred portfolios for retirees as we trek through an increasingly volatile marketplace.
In early 2019, we launched another enthusiastic partnership with Madrona Financial Services. This alliance offers advisors access to the Delaware statutory trust (DST) 1031 real estate market. We’re always proactive in our search for opportunities that’ll serve our advisors’ clients. Alphastar is focused on pioneering ideas that remain grounded while allowing our advisors to expand their practices to new and evolving areas.
To remain efficient, it’s essential to incorporate technology in today’s financial environment. Our team has developed an advisor portal in order to simplify our advisors’ work, abilities, and business transactions.
With our Orion integration, we can create unified management accounts (UMAs) that are specific to a client’s needs. This provides advisors, the client, and the back office a virtual interface rivaling any firm in the industry. This flexibility—blended with the consistency of our model approach—gives our advisors and their clients a fully scalable offering regardless of client size.
A Readied and Experienced Investment Team
Furthermore, our experienced team is always ready to assist our advisors to grow their overall success. Alphastar Capital Management has a financial and investment planning team led by a chartered financial analyst (CFA) and a certified financial planner (CFP). This allows us one-on-one, client-specific discussion and analysis. This provision helps to ensure that our advisors’ clients are treated with the utmost care and respect.
Alphastar Capital Management also works directly with advisors to learn about the client’s goals and risk tolerance. Our team can build personalized reports utilizing some of the best tools on the market. We can use Riskalyze, Hidden Levers, Morningstar, and YCharts, just to name a few. The Alphastar planning desk has proved to be an invaluable resource to our advisors. It’s not only a time saver but is also a way to gain professional insight while striving to give clients the best chance of success.
Our team of advisor partners is growing, too, and so is our home office team. We’re bringing on a chief compliance officer and chief investment officer to help Alphastar continue to grow in the right way. This asset growth and human capital happened solely from the growth and success of our amazing advisors.
And we’re honored to partner with them each and every day.