Individual Services

Our services were designed with you at mind. Alpha Squared Capital has the custom offering for you.

Asset Management

Backed by proprietary, data driven, academia-based research, our investment process provides a systematic method to invest client assets. Whether you believe alpha can only be delivered through passive or active funds, we have the tailored solution for you. From growth to income we have an optimized offering that can be custom engineered to you. We will tailor the asset allocation in the Alpha Squared Capital Growth, Alpha Squared Capital Yield,  Alpha Squared Capital Passive portfolios, and Alpha Squared Capital Balanced to create the perfect portfolio for you.

Account Consolidation

Estate Planning can provide freedom from worry while saving timely financial headaches for your loved ones in the future. This involves shopping attorney fee’s to draft and execute esate documents to ensure the preservation and distribution of a your assets.  The more basic version might incude drafting a will, while more complex planning may include: creating trusts, designating beneficiaries and guardians, assigning power of attorney, establishing a healthcare proxy, and various other tasks. We can suggest attornies or work by the side of your attorney to inform and discuss the impact on your investments.  On our scheduled conference calls we will review this plan annually or when your current situation changes to ensure your long term wishes are preserved.

Estate Planning

Estate Planning can provide freedom from worry while saving timely financial headaches for your loved ones in the future. This involves shopping attorney fee’s to draft and execute esate documents to ensure the preservation and distribution of a your assets.  The more basic version might incude drafting a will, while more complex planning may include: creating trusts, designating beneficiaries and guardians, assigning power of attorney, establishing a healthcare proxy, and various other tasks. We can suggest attornies or work by the side of your attorney to inform and discuss the impact on your investments.  On our scheduled conference calls we will review this plan annually or when your current situation changes to ensure your long term wishes are preserved.

FInancial Planning

Backed by proprietary, data driven, academia-based research, our investment process provides a systematic method to invest client assets. Whether you believe alpha can only be delivered through passive or active funds, we have the tailored solution for you. From growth to income we have an optimized offering that can be custom engineered to you. We will tailor the asset allocation in the Alpha Squared Capital Growth, Alpha Squared Capital Yield,  Alpha Squared Capital Passive portfolios, and Alpha Squared Capital Balanced to create the perfect portfolio for you.

RMDs

Backed by proprietary, data driven, academia-based research, our investment process provides a systematic method to invest client assets. Whether you believe alpha can only be delivered through passive or active funds, we have the tailored solution for you. From growth to income we have an optimized offering that can be custom engineered to you. We will tailor the asset allocation in the Alpha Squared Capital Growth, Alpha Squared Capital Yield,  Alpha Squared Capital Passive portfolios, and Alpha Squared Capital Balanced to create the perfect portfolio for you.

401(k) & IRA Business Funding

Estate Planning can provide freedom from worry while saving timely financial headaches for your loved ones in the future. This involves shopping attorney fee’s to draft and execute esate documents to ensure the preservation and distribution of a your assets.  The more basic version might incude drafting a will, while more complex planning may include: creating trusts, designating beneficiaries and guardians, assigning power of attorney, establishing a healthcare proxy, and various other tasks. We can suggest attornies or work by the side of your attorney to inform and discuss the impact on your investments.  On our scheduled conference calls we will review this plan annually or when your current situation changes to ensure your long term wishes are preserved.

Annuity Conversion

Estate Planning can provide freedom from worry while saving timely financial headaches for your loved ones in the future. This involves shopping attorney fee’s to draft and execute esate documents to ensure the preservation and distribution of a your assets.  The more basic version might incude drafting a will, while more complex planning may include: creating trusts, designating beneficiaries and guardians, assigning power of attorney, establishing a healthcare proxy, and various other tasks. We can suggest attornies or work by the side of your attorney to inform and discuss the impact on your investments.  On our scheduled conference calls we will review this plan annually or when your current situation changes to ensure your long term wishes are preserved.

Asset Management

Backed by proprietary, data driven, academia-based research, our investment process provides a systematic method to invest client assets. Whether you believe alpha can only be delivered through passive or active funds, we have the tailored solution for you. From growth to income we have an optimized offering that can be custom engineered to you. We will tailor the asset allocation in the Alpha Squared Capital Growth, Alpha Squared Capital Yield,  Alpha Squared Capital Passive portfolios, and Alpha Squared Capital Balanced to create the perfect portfolio for you.

Account Consolidation

Estate Planning can provide freedom from worry while saving timely financial headaches for your loved ones in the future. This involves shopping attorney fee’s to draft and execute esate documents to ensure the preservation and distribution of a your assets.  The more basic version might incude drafting a will, while more complex planning may include: creating trusts, designating beneficiaries and guardians, assigning power of attorney, establishing a healthcare proxy, and various other tasks. We can suggest attornies or work by the side of your attorney to inform and discuss the impact on your investments.  On our scheduled conference calls we will review this plan annually or when your current situation changes to ensure your long term wishes are preserved.

Estate Planning

Estate Planning can provide freedom from worry while saving timely financial headaches for your loved ones in the future. This involves shopping attorney fee’s to draft and execute esate documents to ensure the preservation and distribution of a your assets.  The more basic version might incude drafting a will, while more complex planning may include: creating trusts, designating beneficiaries and guardians, assigning power of attorney, establishing a healthcare proxy, and various other tasks. We can suggest attornies or work by the side of your attorney to inform and discuss the impact on your investments.  On our scheduled conference calls we will review this plan annually or when your current situation changes to ensure your long term wishes are preserved.

FInancial Planning

Backed by proprietary, data driven, academia-based research, our investment process provides a systematic method to invest client assets. Whether you believe alpha can only be delivered through passive or active funds, we have the tailored solution for you. From growth to income we have an optimized offering that can be custom engineered to you. We will tailor the asset allocation in the Alpha Squared Capital Growth, Alpha Squared Capital Yield,  Alpha Squared Capital Passive portfolios, and Alpha Squared Capital Balanced to create the perfect portfolio for you.

RMDs

Backed by proprietary, data driven, academia-based research, our investment process provides a systematic method to invest client assets. Whether you believe alpha can only be delivered through passive or active funds, we have the tailored solution for you. From growth to income we have an optimized offering that can be custom engineered to you. We will tailor the asset allocation in the Alpha Squared Capital Growth, Alpha Squared Capital Yield,  Alpha Squared Capital Passive portfolios, and Alpha Squared Capital Balanced to create the perfect portfolio for you.

401(k) & IRA Business Funding

Estate Planning can provide freedom from worry while saving timely financial headaches for your loved ones in the future. This involves shopping attorney fee’s to draft and execute esate documents to ensure the preservation and distribution of a your assets.  The more basic version might incude drafting a will, while more complex planning may include: creating trusts, designating beneficiaries and guardians, assigning power of attorney, establishing a healthcare proxy, and various other tasks. We can suggest attornies or work by the side of your attorney to inform and discuss the impact on your investments.  On our scheduled conference calls we will review this plan annually or when your current situation changes to ensure your long term wishes are preserved.

Annuity Conversion

Estate Planning can provide freedom from worry while saving timely financial headaches for your loved ones in the future. This involves shopping attorney fee’s to draft and execute esate documents to ensure the preservation and distribution of a your assets.  The more basic version might incude drafting a will, while more complex planning may include: creating trusts, designating beneficiaries and guardians, assigning power of attorney, establishing a healthcare proxy, and various other tasks. We can suggest attornies or work by the side of your attorney to inform and discuss the impact on your investments.  On our scheduled conference calls we will review this plan annually or when your current situation changes to ensure your long term wishes are preserved.

With our unparalleled customer service you will not be alone on your financial journey.

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Address

Find Us

8777 East Via De Ventura #350

Scottsdale, Arizona 85258

Contact

Get In Touch

(480) 470-6200
info@alphasquaredcapital.com
M-F: 7am-5pm

Alpha Squared Capital  is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Alpha Squared Capital and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Alpha Squared Capital  unless a client service agreement is in place.