7505 Waters Avenue, Suite E-1
Savannah GA 31406

11175 Cicero Drive, Suite 100
Alpharetta, GA 30022

110 Traders Cross, 1st Floor
Bluffton, SC 29909

Our Investment Approach

Our Investment Approach

Alpha Financial designs individual portfolios providing our clients access to investments from Dimensional Fund Advisors.

Our core tenets are

Let markets work for you.   On a basic level, stock prices tend to reflect known information.  Stock pickers and market guessers are outperformed, on average, by portfolio managers who do not try to time the market or guess trends. 

Advance with science.  Seek returns that reward specific risk levels, and seek an asset mix with reduced volatility.

Consider expenses and turnover.  Don't let transaction costs impact returns.

Diversify.  Seek an asset mix that combines to reduce ups and downs.

Stay disciplined.   Don't lock in losses by selling on downturns, and then miss the upturns.  Emotional investors are outperformed by the broader markets.



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