Alpern Financial Services
West Palm Beach

About Our Process

At Alpern Financial Services, our professionals offer investment management approaches that vary and are based solely on individual client needs. Our clients include individuals, pensions/endowment, professional athletes, family offices, and corporations. Services our professionals offer include fee-based financial planning, tax retirement and charitable planning, as well as life insurance strategies and 401(k) services.

What Can Our Professionals Do For You?

By understanding your specific situation, we at Alpern Financial Services are able to tailor an investment program using our four step process.


1. Define Investment Profile
In defining the goals and requirements of our clients, we seek to understand their risk versus return profile, investment time horizon, as well as current and potential tax situations.

2. Formulate Investment Strategy
Create investment strategy guidelines by beginning with macroeconomic themes, as well as having a clear understanding of the structural drivers of the asset classes and styles, and how they perform in various market cycles.

3. Portfolio Construction and Implementation
In constructing your portfolio, we take information from step 1 and 2, and use this guidance to allocate an appropriate portfolio to meet your goals and objections.

4. Performance Attribution and Review
Once an investment strategy is implemented, we conduct comprehensive reviews, measuring the portfolio, against both benchmarks and peer groups, and closely monitor its success rate in an effort to help you achieve your financial goals.

 
 
 
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