Capital markets analysis and economic insight informs our asset strategies and investment management services.

At Alfstad Capital your needs come first. Our first-class customer service fosters long-term relationships. We bring decades of independent investment experience and devote time and care to your unique situation.

Our Investment Management Services Include:

The advancing science of capital markets provides the investor with an increased recognition of the risks in the markets. At Alfstad Capital, as Registered Representatives and Investment Adviser Representatives of Commonwealth, our investment consultants respond by continually crafting our independent investment services and asset strategies that identify, quantify, and mitigate the risks inherent to our portfolio management activities for both institutional and individual clients.

For our institutional investors we offer either a complete fee-based portfolio management relationship or a consultative transactional relationship. In either situation we work with you to craft a strategy within a clearly defined set of portfolio return goals and comparative index approaches.

Institutional fixed income investing is a specialty niche unto itself. Regulatory restrictions often set the parameters of what is and is not permissible for a portfolio manager. In addition, investment portfolio policies play a critical role in the determination of the market risk, credit risk, and concentration of capital risks that the portfolio and its manager can assume. Frequently a portfolio may be managed against an index that only marginally applies to it, with only a few shared features between the two. Alfstad Capital’s investment management services can help you avoid many of these common pitfalls.

We bring these key benefits:

  • Invaluable asset strategies, insights, and lessons gained from three decades of investment experience
  • Discipline from knowing the boundaries and parameters of the permissible
  • The constant application of the science of the markets and economic insight
  • Understanding the variables between portfolios and the indices they are managed against and applying total return disciplines and strategies that have the potential to produce superior portfolio performance
  • Knowledge and performance generated by properly applied, state-of-the-art portfolio analytics
  • A highly customized management approach that is individualized to each portfolio
  • Complete independent investment management firm. Avoiding any conflicts of interest with internal inventory or proprietary product that might lead to less-than-optimal portfolio performance

Regardless of your industry niche—bank or credit union, trust department or money manager, fund or family business—we are here ready to serve your needs at an unsurpassed level each and every day.

Contact Alfstad Capital today to learn more about our investment management services and asset strategies.

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