Alpha Asset Consulting provides unbiased, conflict-free investment consulting and financial advice. Alpha's institutional clients include companies that offer 401(k), profit sharing and pension plans to their employees. Alpha provides advice to investment committees charged with managing and monitoring corporate retirement plans to assist them in fulfilling their fiduciary obligations to participants and beneficiaries.
Driven by practical experience and fiduciary demand for objective advice, Shelly Jordan brings Alpha Asset Consulting's clients over thirty years of financial expertise. Her background includes a unique combination of.
Driven by practical experience and fiduciary demand for objective advice, Shelly Jordan brings Alpha Asset Consulting's clients over thirty years of financial expertise. Her background includes a unique combination of.
Services
Driven by practical experience and fiduciary demand for objective advice, Shelly Jordan brings Alpha Asset Consulting's clients over thirty years of financial expertise. Her background includes a unique combination of positions as an institutional investment portfolio manager, an investment committee fiduciary, and a retirement plan administrator.
Alpha provides advice to investment committees charged with managing and monitoring corporate retirement plans to assist them in fulfilling their fiduciary obligations to participants and beneficiaries. Alpha also provides a broad range of project-based consulting services to plan sponsors. Alpha assists you in defining investment policies and objectives, selecting investment managers, and monitoring and evaluating investment performance.
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