Welcome to AlphaReturns

Over the years, I have been asked for investment advice from friends who have witnessed my extraordinary investment success.

As an institutional investor, I manage a multi-million-dollar private trust portfolio which has outperformed the market by over 10% over the past 5 years on an annualized basis—with less risk.

Many of my friends’ investment portfolios have suffered tremendous losses and poor performance while being managed by traditional bank and brokerage advisors. (see: common problems with the retail brokerage industry)

At the same time, I have seen market-beating success by institutional investors who manage large portfolios for endowments, trusts, and wealthy individuals (read: wise habits of successful investors). My conclusion is that these institutional investors must be investing more wisely than most small, non-institutional investors (view: data on average small investor returns). Read more