Alpha-Tech Investments, LLC

Alpha‑Tech Investments is a registered independent investment adviser that provides discretionary asset management to individuals, high‑net‑worth clients, corporations and other business entities. The firm manages client custodial accounts across a range of securities — including stocks, bonds, mutual funds, ETFs, REITs and options — and reports approximately $1.25 million in discretionary assets for a small roster of clients.

The firm’s stated approach blends charting/technical analysis, fundamental analysis and modern portfolio theory, and it describes a structured process of researching published papers, building and programming strategies, backtesting and enhancing those strategies, then implementing and monitoring them in live markets. Accounts are managed in accordance with written investment policy statements and, when authorized, on a discretionary basis.

Noteworthy features include a technology‑oriented, research‑and‑programming workflow that explicitly seeks to replicate and refine white‑paper strategies through backtesting, and a small boutique client base that nonetheless accepts corporate and other business entity accounts. The firm uses Interactive Brokers as its custodian, discloses no soft‑dollar or wrap arrangements, does not charge performance‑based fees, and indicates it has no formal account minimum.