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.
Services
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 … Find out more
About
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 … Find out more