Alpha Cubed Investments LLC review

alpha cubed llc

Company Background

Alpha Cubed is an investment management firm that was founded in 2012 and quickly expanded across the country. As of today, it has 33 branches in 33 states across the United States.

Alpha Cubed Investment manages a diverse range of investment services across multiple investment sectors. Its total investment portfolio is estimated to be worth more than $1.6 billion, and it provides investment advisory services to over 1,446 clients from across the United States.

Alpha Cubed investment’s services

Alpha cubed investment has a team of trained and well-versatile staff who are engaged in different spheres of financial management. They offer expertise from accounting to investments, to retirement planning.

Most importantly, if you want to create a comprehensive financial plan as well as manage your investment portfolio, it is pretty easier for you when you engage the right firm.

Alpha cubed investment is one of the best handling variety of investments such as mutual funds, ETFs, and stocks which means that you'll be in good hands with them.

Specifically, they can help you and your firms in different planning, management, and investment as it concerns the following:

  • Estate planning
  • Tax planning
  • Retirement planning
  • Life-based event planning
  • Saving for your college education and so on

Even if you are planning for other things that have nothing to do with an investment such as marriage planning, inheritance planning, as well as clearing all your debts, this company can help you to achieve that.

These are some of the investments, management, and planning this company can help you to organize. They do that right because they have the right tools and they engaged the most qualified professionals.

Alpha Cubed Investment located across the country

Alpha cubed is a truly American company. They proudly work in the financial spectrum of America, with headquarters located in Irvine in California to provide support for Americans everywhere all while maintaining their core values: transparency and accessibility.

The company has offices in the following 33 states:

  • Alaska
  • Arizona
  • California
  • Colorado
  • Florida
  • Georgia
  • Hawaii
  • Idaho
  • Indiana
  • Iowa
  • Kansas
  • Louisiana
  • Massachusetts
  • Michigan
  • Minnesota
  • Missouri
  • Montana
  • Nebraska
  • Nevada
  • New Mexico
  • New York
  • North Carolina
  • North Dakota
  • Ohio
  • Oregon
  • South Carolina
  • South Dakota
  • Texas
  • Utah
  • Washington
  • Wisconsin
  • Wyoming

You can see that company is national in outspread and it has its presence in most parts of America. It is established in the same American spirit. They are composed of well-trained experts in different aspects of investment and financial management services.

The company takes good care of its clients and that is the reason why they can spread quickly in many parts of the country, even though they have not existed even for a decade in this country. Furthermore, they do not discriminate when it comes to the areas of investment.

If you check, you can see that the firm specializes in different sectors and they do not discriminate about investment sizes. Whether you want to make a large-scale or small-scale investment, this company is there to manage it for you.

They have a large database of clients they are currently managing and the client balance is presently put at 1.1 billion dollars and more than $1.6 above in assets.

Americans have trust in them and that is why they can oversee that large amount of investment portfolio in this country.

The company performance over the years

What determines whether a company like Alpha Cubed Investments is doing well or not is the performance? They came into existence in the year 2012. The firm is specialized in different areas.

Currently, there is no FINRA or SEC track portfolio metric performance of this company.

It is obvious from the quick spread of the company that they are doing well. The signs are there. They came into existence not up to ten years, but they have spread investments in different sectors of the economy.

However, the kind of services they offer is very unique. It is not like hedge funds, it is not easy to determine the historical performance of the company, but it is good to state that this firm manages all aspects of an investment portfolio.

One can say that they can assist you in positioning your business. They take a specific approach to each business.

This is because the situation face by one company may be different from others. It is easier for them to customize and plan your business in a unique way that would be different from what they do for other clients.

The type of investment advice you get from them depends on different factors such as your area of investment. They can plan and manage for you to prosper. In all these cases you have to consult them for useful advice.

Clients are satisfied with the high-end services they provide over the years. They have the right tools to help you.

Alpha cubed Investment processes

The company offers dynamic three-step investment processes. These include fundamental analysis investment process as well as technical analysis investment and finally the risk management services.

Your investment would be taken through these three processes and the aim is to ensure that you always profit from your investment when you make one.

Under the fundamental analysis process, the company uses both the top-down as well as the bottom-up approach in their security selection. The company focuses on the metrics which are necessary for the investment to make it profitable for the individual need as well as the growth of the portfolio.

When you invest, it is necessary to determine whether it is profitable, and the metrics on the ground determine the appropriateness of the investment as well as the profitability.

The company also carries out technical analysis. At any point in time, they try to understand the investment environment and the sentiments. This is possible because of the technical analysis tools available to you.

They know the right time to invest and to make profits out of the investment. There are lots of things that can drive the investment and one of them is the investor sentiments, as well as activities within the investment world.

If you do not do the analysis very well, then profitability could not be possible. Because of that, you need an investment firm that can do a proper market analysis and manage your investment properly.

One of the tools that they rely on making that investment decision is the technical analysis. This company makes extensive use of this. Several factors are considered in making this analysis and they include the breadth volume trends and several other factors including those that were mentioned earlier.

The company has refined all the tools and they can determine the right investment portfolio for you and the right time to make that investment profitable.

Most importantly they employ risk management tools in determining the best and the most profitable investment. The company strongly believed that there is no complete investment without risk analysis.

This can be understood when there is a thorough understanding of the movement of the market. You can make money when the market stake is low, or when it is high, the right approach helps in understanding the right time to invest, and so on.

The process-driven investment strategy adopted by the company is tailored to the need of its clients. They make everything you need accessible to you. You can reach out to the team of professional managers working for them to manage as well as build your financial foundation.

The team of professionals is going to help you to profit. Because of their expertise in investment and management processes as well as financial planning and customization. It is easy to customize the plan to the needs of your business. The customization they have for one person may not be the same for others.

If you want any information the team is always ready to supply them to you. At any time, you would be convinced that your account is being managed by experts and it is managed in the right direction.

Constant interaction is recommended. You must always consult them to ensure that the business is customized according to your needs. It can help you achieve your business goals and expectations.

Why to benefit from the Alpha cubed Investment services?

The company is composed of experts in all aspects of financial planning, management, and investment. This company is independent which means that they are not under the control of the government.

Moreover, they are registered by SEC and it is one of the best investment advisory companies you can engage today. This company is a reputable fiduciary investment firm. They work with you to help to achieve your investment goals.

This company is known for optimized, customized as well as well-tailored solutions to your business needs. If you are interested in having your business grow as well as enhance your income and balance your investment, this company is good for that.

This is not one solution best for all kinds of businesses, instead they custom allocate solutions depending on your business needs and trends in your business. They researched the market directions and trends before making any investment decision.

The company offers advisory services and they offer useful information which is derived from the most useful resources on the market. If you consult them for advisory services, they are always ready and willing to offer them to you.

It is good to understand that investment involves risks. There is a need to understand those risks and determine the best way to profit. Past performance does not always guarantee future returns. They do their best to ensure that you benefit from the investment services they provide for you.

This company can trade on different investment portfolios including securities. However, they do not trade all kinds of securities rather they can trade only the recommended securities.

They have to recommend positions and they disclose positions they hold so that you can know in advance. This is a reliable company, and they do not do anything to shortchange their clients.

When securities become profitable they can trade on them. They do not trade on all the securities, but only the recommended ones that they trade on.

Pros of working with the Alpha cubed Investment

  • Carries you along with all the investment, management, and planning processes
  • The company customize its services according to the need of each of its clients
  • They utilize three steps processes in taking any investment decisions for their clients
  • The company is accessible and you can contact them any time of the day
  • They are spread across the country as they have a presence in 33 states of America.


If you are looking for the most reliable investment advisors, you can choose Alpha cubed Investment company. They have experienced and the most educated investors and advisors.

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