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
The rate cutting cycle begins in the US, China prepares fiscal and monetary stimulus, the situation in the Middle East deteriorates, the importance of flood insurance, and we go through changes we made to AlphaGlider strategies over the last quarter. All this and more in AlphaGlider’s Q3 CIO Commentary.