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noun | al·pha·glid·er

 

1. An efficient and sophisticated investment vehicle with low drag from fees and taxes, professionally and actively managed that seeks to deliver strong investment performance.

AlphaGlider manages low cost, fully diversified,2 actively managed investment strategies, in the best interests of retail investors across the United States.

 

All of our investment strategies are primarily composed of exchange-traded funds (ETFs)3 and strive to be:

 
 

EFFICIENT

  • Low investment advisory fees
  • Low fund management fees
  • Low custodian fees
  • Tax sensitive asset location
  • Tax loss harvesting
  • Tax sensitive trading

ALIGNED

  • We are fiduciaries — we are held to the highest standard of conduct and must always act in the best interest of our clients
  • Our fees are simple and transparent
  • Our money is invested alongside yours

ACTIVE

  • Invest to exploit market mispricings
  • Long-term orientation
  • Experienced personnel
 

Recent Blog Posts

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How to adult, at least the financial part.

1Q24 CIO Commentary
1Q24 CIO Commentary

Stalling disinflation, reaccelerating job growth, the end of Lost Decades, electrification, and tips for the new graduate. All this and more in AlphaGlider’s Q1 CIO Commentary.

4Q23 CIO Commentary
4Q23 CIO Commentary

The recession that never came, half of the world goes to the polls this year, Houthis sow havoc, and big tax rule changes coming quickly. All this and more in AlphaGlider’s Q4 CIO Commentary.




NOTES & DISCLOSURES

1Environmental, Social and Governance ("ESG") investing involves certain risks because the methodology of an underlying strategy selects and assigns weights to securities of issuers for nonfinancial reasons. As such, an ESG strategy may underperform the broader equiity market or other strategies that do not utilize ESG criteria when selecting investments. The compaines selected as demonstrating ESG characteristics may not be the same companies selected by other providers that use similar ESG screens. In addition, companies selected may not exhibit positive or favorable ESG characteristics. Regulatory changes or interpretations regarding the definitions and/or use of ESG criteria could have a material adverse effect on a strategy's ability to invest in accordance with its investment policies and/or achieve its investment objective.

2Neither asset allocation nor diversification guarantee a profit or protect against a loss in a declining market. They are methods used to help manage investment risk.

3Mutual funds and exchange-traded funds are sold by prospectus. Please consider the investment objectives, risks, charges, and expenses carefully before investing. The prospectus, which contains this and other information about the investment company, can be obtained directly from the fund company or your financial professional. Be sure to read the prospectus carefully before deciding whether to invest.