Stephanie Watson's Contact Details

Stephanie Watson's Company Details

Alpha Capital Management LLC

Atlanta, GA, US • 5 - 9 Employees
Financial Services

Learn more about the services we offer to investors:Consultant Search Services (CSS) - to assist institutions in searching for and selecting a new investment consultant or outsourced chief investment officer (OCIO) provider. Although governance best practices recommend a search process (commonly known as an RFP process) every 5-7 years, we find that many institutions put this off due to time and/or resource constraints. Our Value Proposition:• Run the entire search process from start to finish, including identifying firms, building a custom RFP, analyzing and evaluating RFP responses, coordinating and managing finals presentations, and assisting with formulating the final recommendation.• Our team has experience on both sides of the table, having previous served as endowment directors, non-profit board members, and investment consultants.• Significant time and resource savings for our partners while achieving a better final result. Investment Advisory Services (IAS) - to assist investment advisors with their manager research, portfolio construction, portfolio optimization, model creation, quarterly newsletters and market outlooks. Our Value Proposition:• You maintain control of investment decisions but receive high-quality, independent advice.• Institutionalized approach leads to a consistent process across multiple portfolios.• Significant cost savings over hiring a CIO or full time research analyst.• Access to Prospect Portfolio Analytics (PPA), which helps investment advisors analyze a prospect's portfolio and close new business.