Our Research Process

To assure our clients that the investments we recommend are sound and secure, Finalpha employs a multifaceted research process based on the following steps:

    1. Tracking: Continually monitor and assess the track record of asset managers across a wide range of investment classes.
    2. History: Identify investors and portfolio management processes that have built the most attractive historical performance. Long-term success is paramount to our decisions.
    3. Division: Of that group, determine which investment teams best reflect a high level of consistency and low turnover of personnel.
    4. Selection: From that narrow segment, evaluate which firms demonstrate the most exceptional services in line with investor initiatives.
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