Investment Philosophy

Alpha Wealth feels it is important to provide our clients with access to regulated and well-diversified investment funds of varying risk & reward levels which are comprised of global equities and other asset classes and have a track record of delivering consistent returns over the long term.

In some instances, we may also look to add extra levels of diversification, tax efficiencies and  protection against inflation to a portfolio by seeking out opportunities which look to provide a return from alternatives, real assets and Tax-Back investments such as the Employment Incentive Investment Scheme (EIIS).

Although we believe firmly that a well-diversified portfolio weighted to global equities and other asset classes will yield long-term returns, we also appreciate that some clients may wish to embark on a ‘smoother investment journey’ so in these cases Alpha Wealth can also provide exposure to low risk and capital protected investment products.

Whether it is personal savings or pension, we respect that our client’s investment goals and preferences are not all the same so as a multi-agency provider, we pride ourselves in being able to seek out the best and most appropriate investment options in the market for our clients to grow their savings without being tied to any particular provider.

We also feel it is vital to provide on-going updates and advice to our clients along their investment journey and that investments plans are adjusted accordingly through one’s financial life cycle

Talk to one of our expert staff members and start planning your future today!

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