Company Profile

AlphaReturns is a wholly owned subsidiary of Institutional Investment Research. AlphaReturns seeks out the most successful portfolio and investment ideas being used in the institutional investment world and shares these with the general investing public through its website and quarterly newsletter.

We can help you learn the up-to-date investment principles and strategies that institutional investors use to achieve market-beating, Alpha returns. At AlphaReturns we use the latest scientific market research, which has proven that multi-dimensional factors such as market size, value fundamentals, and broad diversification lead to higher returns and lower risk when compared to Wall Street’s traditional, one-dimensional beta approach. We use proprietary research, Relative Valuation Analysis (RVA), and six other key investment principles to provide model portfolio allocations for the general investing public to use in developing an investing plan. Every investor’s personal situation is different, so we do not provide portfolio allocations tailored to each person’s situation. We do provide model portfolios with low, moderate, and aggressive risk and time horizon criteria. We require all of our subscribers to discuss our portfolio allocations with their personal financial advisor to determine which portfolio risk and time horizon level is suitable for their unique personal situation.

Why are we so confident in our investment principles? Because we have observed institutional investors who have outperformed the broad market with lower risk over long time periods by following the same 7 key investment principles that we use here at AlphaReturns. Of course, past performance is no guarantee of future results. But we do believe that a disciplined approach using our 7 key investment principles can provide market beating performance with less risk when compared to the traditional portfolios being offered by most brokerage firms.

next: Who is Daniel Shore? »