About Alpha Architect
Alpha Architect, found online at AlphaArchitect.com, is a new investment company which says that they provide “asset management for tax sensitive, independent, long-term investors.”
How Does It Work?
Alpha Architect says that they are another “robo-advisor” for investment portfolios, but that it would be incorrect to say they are just like the others. Most other similar automatic advisors offer passive portfolios, but Alpha Architect says that they believe active management is best.
The truth, according to this website, is that the academic research on investment is clear in indicating that value stocks and momentum stocks have historically earned higher returns. Their goal is to provide their customers with the best of breed asset allocation which mimics premier strategies used by the top family offices and institutions.
Alpha Architect says that other automatic advisors will place members in “buy-and-hold” portfolios because then no one can be blamed when a portfolio suffers a major loss. But these types of portfolios can be destroyed by a market drawdown, and takes years to recover.
Alpha Architect says that their investors deserve better, which is why they provide an affordable, actively managed solution that also provides downside protection.
This company’s website does provide a full chart of the fees they will charge their customers for their services. These fees will vary depending on different factors, like the type and size of portfolio you are having managed, but the website does say that they work hard to charge some of the fairest fees in the investment market.
This company is an investment platform, which means that it doesn’t provide its customers with a traditional Refund Policy. All money that is used in an investment strategy is at risk of being lost, and customers should be aware of that before they begin investing. If you believe that you were charged a service fee in error, then you should contact their Customer Service team as soon as possible to see what can be done for you.
Customer Service Contact Info
Customers who would like to contact Customer Service with any questions, concerns, or complaints can do so by phone at 215-882-9983, by email at Advisor@AlphaArchitect.com, or by submitting them directly to their website through their Contact Us link.
Unfortunately this website doesn’t appear to have very many customer reviews at this time, making it difficult for prospective customers to know what to expect. Thankfully, Alpha Architect has published more than one financial guide which can easily be purchased through Amazon.com and which can be read as an introduction into their financial strategy and the ways in which they will handle your money and portfolios. Concerned customers may want to begin here, before they invest their money with this company.
Competitors and Alternatives?
There are many other companies which promise to provide people with automated investment services at prices much lower than traditional investment companies, including Wealthfront and Betterment, to name a few.
If you have experience with this company or their products, please leave your Alpha Architect reviews below.