Make an appointment to develop your investment strategy today. We have broken the process down into manageable steps.
Let’s get started
Preparing an investment strategy can seem overwhelming.
Putting together an effective investment plan can be complicated — a series of decisions requiring research and information. Additionally, you need to plan for continuity to ensure your plan will remain viable in any circumstance, such as a down-turn in the markets.
How can we help?
With our tools and information, you are equipped to build and monitor your own investments. We employ a consistent, reliable and transparent approach in creating our investment themes. Here’s how you benefit at every phase of the process:
Planning, implementing, and monitoring a portfolio with efficiency and excellence does not need to be expensive. Check out our offerings for the perfect fit.
Next step
Get started here
When it comes to setting up an investment orientation, it is natural for past experiences and inclinations to influence your decision-making process. It is natural for investors to be overly enthusiastic, to overlook opportunities, or to be averse to some types of risk. We can help by providing solid guidance based on facts.
Our investment orientations and themes
To help you achieve your real-life financial goals, we have developed three well-defined programs.
Three investment orientations:
This orientation is mostly grounded on stable companies with broad international reach, i.e., multinational companies.
This orientation is based on specific investment concepts. The portfolio is constructed by means of mathematical ratios, such as EPS, Beta, Volatility, or Dividends. Typical portfolios created using this orientation are Pure Value, Pure Growth, GARP, Low Volatility, etc.
This orientation is mostly based on secular long-term growth trends. The portfolio construction is built upon a combination of subtle criteria, such as market share, number of patents, market introducer/leader, integral contributor to the value-chain, etc.
Whatever orientation you choose, we will assist you in the day-to-day handling of your selected combination, giving you the best prospect of achieving your goals.
Start the process here
Diversify towards a particular goal: Lowering your potential drawdown!
We offer you the opportunity to diversify your portfolio at the optimal level, to ensure a broad outlook and reduce the vulnerability of your assets. Individual companies are considered according to the following parameters:
Our company ranking system daily inspects a significant quantity of information (past, future, and industry developments). To match diversification requirements for each proposed strategy, specific boundaries are set and applied for each investment category.
The company allocation to these categories follows the numerical classification of the Alphega-Process.
Read more about diversification in the Q&A section, under "Stocks & signals".
Our innovative, independent and integrated risk management approach
Traditionally, the equity markets are volatile, meaning that there is no single right or wrong approach to risk identification. Any model has both inherent strengths and weaknesses.
One of the classic methods for managing risks is diversification and assessing assets against a benchmark (benchmarking). However, one major concern with this approach is that opportune places become quickly overcrowded. This overpopulation spikes the level of volatility, due to rebalancing upon a particular event, and creates stress to your assets.
To address this concern, we have integrated a process that aims at evaluating early stress identifiers. Factors considered include top-down macro elements, as well as valuable bottom-up information.
The process is equity specific and helps to set the adjustment of the dynamic trailing stop-loss process. This level is being adjusted at every process run.
Follow the process here.
Knowledge is power.
