Zhuoyan Liu

Investment Banking Analyst Intern at Alpha Capital Management LLC - Atlanta, GA, US

Zhuoyan Liu's Contact Details
HQ
404-604-2293
Location
Seattle,Washington,United States
Company
Alpha Capital Management LLC
Zhuoyan Liu's Company Details
Alpha Capital Management LLC logo, Alpha Capital Management LLC contact 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.

Investment Consultant Search OCIO Search Portfolio Construction and Asset Allocation for Advisors OCIO RFPs Financial Services Financial Advisory Services
Details about Alpha Capital Management LLC
Frequently Asked Questions about Zhuoyan Liu
Zhuoyan Liu currently works for Alpha Capital Management.
Zhuoyan Liu's role at Alpha Capital Management is Investment Banking Analyst Intern.
Zhuoyan Liu's email address is ***@alphacapitalmgmt.com. To view Zhuoyan Liu's full email address, please signup to ConnectPlex.
Zhuoyan Liu works in the Financial Services industry.
Zhuoyan Liu's colleagues at Alpha Capital Management LLC are Bradley Alford, Anna Tabke, Scott MacGillivray, Mostaque Ahmmed, J. MacGillivray, Brett Martin, Alpha Admin and others.
Zhuoyan Liu's phone number is 404-604-2293
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