• Active Investment Management

    An Active Investment Solution
    For All Investors

    We manage while you enjoy peace of mind.


The next generation of investment management is here.

Fiduciary. Fee-Only. Active and Proven. We recognize the importance of low-fees and how they should not affect the quality of your investments— which is why we adhere to a sound active strategy rather than passive and lazy.

Stop worrying and start investing. Whether you’re an investor who follows the market daily or one who doesn’t follow it at all— Our rules-based, active management strategy will navigate you safely through the volatile market environment.


Applications built for everyone.

Individual Investors

For individual investors, Alphavest offers a web-based investment management platform that blends the power of active investment stewardship with freedom, control and, of course, performance.

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Alphavest offers 401k plans that are actively managed so you can ride the upside and be protected during the downswings. Freedom, choice, and the power that comes from active investment management.

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For Advisors who focus on clients, Alphavest can help. For as little as .45 bp, we can manage assets through a rules-based, active management style that has consistently outperformed in good markets and in bad.

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The Liberated Investor eBook

Whether you choose Alphavest or not—Our founder and author of The Liberated Investor eBook feels that you should have the right to know.

The Liberated Investor eBook will provide you with practical advice and recommendations to help you understand the game and play it better.



Say yes to your financial future

Are you wondering how you can lower the fees you’re paying and be active and responsible with your investing? No sales gimmicks or pressure tactics – just 15 minutes of Cokie.