Investment Philosophy

Alpha Wealth feel 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.

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.