The depth of our services, combined with our expertise, enables us to guide you toward your financial goals.
Stringent, Unbiased Analysis
As a Registered Investment Advisor, we use a variety of analytical tools to conduct internal investment research. The major benefit of performing our own comprehensive fundamental and quantitative research is an unbiased approach to investment decisions. In addition, we utilize relationships with independent custodians to access traditional equity research, as well as expertise in fixed income and global equity trading. By combining these approaches, our clients are assured that management of their portfolios is supported by the most stringent analysis possible.
Professional Expertise and Certification
The value of our professionals lies in the depth of their experience, both individually and as a team. The AlphaMark Advisors' team boasts all of the most highly regarded professional certifications, including Certified Financial Planner (CFP), Certified Public Accountant (CPA) and Chartered Financial Analyst (CFA).
Accessing Experience in Tax and Estate Planning
Enhancing our ability to provide clients with complete wealth management, including expert tax and estate planning, is our affiliation with VonLehman & Company, one of the region’s largest and most respected accounting firms. Since 1946, VonLehman has specialized in services to individuals, entrepreneurs, closely held businesses and health care providers.