At AlphaCore, we employ an innovative asset allocation philosophy.

While traditional allocations to stocks, bonds, and real estate serve an important purpose, we believe alternative investments should also be incorporated in order to properly diversify a portfolio. 

Historically, having a large allocation to traditional, long-only asset classes, primarily made up of equities and bonds, was considered the necessary ingredient to forming a well-diversified portfolio. Today, however, the markets have become both increasingly correlated and recent moves in equities and interest rates have become exhausted. 

As financial advisors, adding alternative investments in a prudent manner can help to provide the proper diversification needed in the decades to come. Our team proudly offers these customized solutions tailored to the unique goals and investment profiles of the families and individuals we serve.

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AlphaCore Wealth Advisory

Dick Pfister, CAIA

Marc Seward

Tricia Zehr

Kirk C. Strawn, CFA

Johann Lee, CFA

Eric Gerster

Carl Adams

The Leadership Team at AlphaCore Wealth Advisory is responsible for setting the strategic direction of the company, overseeing investment strategies, ensuring regulatory compliance, and managing key client relationships. This senior group works collaboratively to uphold the firm's innovative asset allocation philosophy, incorporating alternative investments to diversify portfolios effectively and tailored customized solutions for clients.

Leadership Team

Wealth Management Team

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Leadership Team

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Other teams at AlphaCore Wealth Advisory

Wealth Management Team

Research and Analysis