Portfolios designed for today's unique market environment and built upon time-tested investing principles.

Our Portfolios

At Alphamint we believe the changing economic and investing environments warrant a new approach that goes beyond traditional buy and hold investing. With a more interconnected world, this creates new dynamics that must be accounted for when building both growth and income focused portfolios. It is because of a more interconnected world that volatility and correlation between assets classes have significantly increased, thus reducing the benefits of diversification.

A simple portfolio built around bonds and stocks is not sufficient for today’s diversification needs, nor will it provide retirees the income they need to maximize their retirement cash flow. Alphamint utilizes many asset classes, tactical investment management, and alternative investments to generate growth and income for our clients within their risk tolerance and risk capacity. 

Disciplined yet Dynamic

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Unique at the Core

At the core of our portfolios are low cost index funds which are proven to be the best performing funds long-term. We then build upon that through our complement allocation which focuses on reducing correlation risk thus improving overall diversification. The Extended allocation of the portfolio is focused on boosting returns within the portfolio long-term by capitalizing on short-term market volatility and changes in the economic and investing environment.

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As a Fiduciary Advisor, every recommendation we make must be in our clients best interest. And, as a Fee-Only Advisor, this means we never receive commissions by recommending one investment vehicle over another.