Advisory Alpha delivers comprehensive asset management services to our independent advisor partners as well as individual investors and retirement plans.

Our philosophy is not to simply provide investment management services, but to provide partnership and counsel.  We love what we do.  And, we will always strive to improve our solutions and services with the sole goal of adding tremendous value to each and every client. We use the phrase “Don’t hurt me” to describe the attitude and expectation of most investors.  Rather than attempting to aggressively achieve extremely high returns at the risk of severe loss, our goal is to strive for consistent, attractive returns.  Aside from our investment solutions, we found a significant need to promote effective communication to investors.  We continually develop tools designed to help investors gain a strong understanding of our specific investment philosophy and the investment solutions available today.

Advisory Alpha’s roots can be traced back more than thirty five years but was established as an SEC Registered Investment Advisory firm in 2011.  The firm is privately owned and located in Grand Rapids, MI but serves thousands of clients across the country.

Advisory Alpha

Steve Osterink

This department provides expert financial guidance and investment strategies to clients.

Investment Advisory

This department provides advisory and accounting services to support financial planning and decision-making.

Financial Services

This department manages financial strategy and operational efficiency to drive organizational success.

Finance and Operations

This department oversees regulatory compliance and ensures adherence to relevant laws and standards.

Compliance Department

This department focuses on enhancing customer satisfaction and managing interactions to improve overall customer journey.

Customer Experience

This department focuses on the development and implementation of technological solutions to enhance organizational processes.

Advisory Alpha

Org chart

Teams

Investment Advisory

Financial Services

Finance and Operations

Compliance Department

Customer Experience

Technology Development

Offices

Advisory Alpha

Org chart

Teams

Investment Advisory

Financial Services

Finance and Operations

Compliance Department

Customer Experience

Technology Development

Offices

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