Our investment consultants are driven to improve your portfolio’s profitability.
Alfstad Capital is a boutique independent investment firm that specializes in helping to meet the portfolio needs of institutions and funds that are active managers of fixed income portfolios. Launched in 2005, Alfstad Capital’s investment consultants focus on portfolio profitability and growth. We first develop an in-depth knowledge of each client’s market niche, target their goals, and pursue them backed with thirty years of independent investment experience. Integrated with the scientific discipline of portfolio analytics, and capital markets analysis, our management strategy frequently results in total return investing.
Our clients come first at Alfstad Capital.
As an independent investment firm, we lack the usual conflicts of interests found in other business models. We are fortunate to be a part of Commonwealth Financial Network®, an independent broker/dealer and FINRA and SIPC member firm. Their role is to provide us solely with complete back office, technology, and compliance support. We are not beholden to operate a business model driven by sales quotas, inventories, underwriting incentives, or brand names. Our investment consultants are not pressured to promote, sell, or distribute products that aren’t in the best interests of our clients or to place other conflicts ahead of our clients’ needs. We are building our independent investment company to last, to lead, and to provide a secure future for our partners and our clients. Twenty-five years in the business is a good start. We intend for the next 25 to be equally as successful and enjoyable. We aim not for size, but for exceptional quality within and without our independent investment management firm.
Guided by professionalism, our investment consultants are moved passionately to help meet our clients’ needs and are driven to improve each client’s portfolio profitability, and we are proud of our many accomplishments.
Our curriculum vitae (or resumes) are linked here for your examination. If your due diligence responsibilities require additional financial information about our investment consultants, Commonwealth Financial Network® or National Financial Services, please contact us directly so that we can ensure you receive the most current data as a qualified investor or institution.
Building long-term relationships at Alfstad Capital is our highest priority. Our purpose is to work in partnership with our clients to focus their investment goals and seek the best possible solutions.
Our Code of Ethics holds us accountable to a core set of values that recognize our clients’ needs are first and foremost. Our clients’ privacy is paramount—all details are privileged and held in the strictest confidence.
Our independence allows us complete freedom to apply prudent fixed-income investment strategies, provide diverse guidance, and offer proprietary market insights to our clients. We have no proprietary products causing conflicts of interest to interfere with our development and application of portfolio strategies unique to each client’s situation.
Call our investment consultants today to learn more about our independent investment method and how to potentially improve your portfolio profitability.
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