Model Portfolio & SMA Strategists Showcase - Flipbook - Page 56
SMAs & MODEL PORTFOLIOS
Alpha Vee Solutions
7848 W. Sahara Ave, Las Vegas, NV 89117 • www.alphavee.com
ALPHA VEE
SOLUTIONS
Leigh Eichel
CEO
Our roots in global equity
research and software
engineering uniquely position
us to serve modern financial
professionals as demand for
more efficiency, customization,
and risk management continues
to shape the industry.
Alpha Vee’s flagship investment
strategies combine the best
aspects of active, passive,
fundamental, and quantitative
investment approaches into a
single disciplined, rules-based
investment process. Portfolios
may be implemented in a variety
of investment vehicles, allowing
for tax optimization and tailoring
to client needs or values.
Providing institutional quality investment
strategies, research, data, and technology for
financial institutions and advisors.
world for Intuitions, ETFs, RIA SMA Portfolios,
structured certificates and other financial
research teams.
Our story
Alpha Vee Solutions was founded in 2010 by a
global team of seasoned finance professionals
who recognized a tectonic shift taking place in
the financial services. As industry assets moved
from expensive low-performing traditional
financial products to passive and activeassisted index tracking investment strategies,
the team sought to build investment solutions to
meet investors’ preference for high-quality, cost
effectiveness and exceptional transparency.
Experience you can count on
Global asset managers across the industry
choose our equity and multi-asset selection
research because of our long-term live
results history, innovation and the reliability
of our results. Each investment strategy is
thoughtfully implemented through our stateof-the-art direct index development platform
which integrates:
Today, some of the most talented financial
researchers and portfolio architects in the
world power our investment solutions success.
Combining our unique academic fundamental
research with best-in-class proprietary signal
platform, Alpha Vee now delivers on a wide
range of client portfolio research around the
• Global Data Aggregation
• Strategy Condition Setting
• Rapid Historical Research
• Ongoing Risk Management
• Public Calculation & Dissemination
Our secure software platform may also be
licensed for independent use.
How to Access Alpha Vee Model Portfolios
Our portfolios can be accessed on many wealth technology platforms. You can subscribe
to our models portfolios here: model subscription.
I believe these types of enhanced
services enable advisors
to differentiate themselves
among peers and lead to more
meaningful client interactions,
ultimately resulting in greater
satisfaction.
For those who prefer to create
customized strategies or
benchmarks, we are happy to
work collaboratively, or offer
access to our state-of-theart platform for completely
independent work.
56
