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.
Prior to founding Alpha, Shelly received a Bachelor of Science in Business Administration with a concentration in Finance from the University of Colorado at Boulder, and a Master of Business Administration with a concentration in Finance from the University of Denver. Upon entering the workforce, she gained valuable experience as a money market trader and fixed income portfolio manager. She subsequently honed her skills in various treasury and corporate finance functions, and as an investment consultant for a boutique investment consulting firm. Shelly ultimately managed the asset/liability analytics function for a major financial services institution and served as plan administrator for several large retirement plans.
Unlike most investment consultants and advisors, Alpha does not sell investment products, does not accept fees from investment managers or recordkeepers, and is not affiliated with any broker-dealers, actuarial firms, or investment management firms. Alpha receives no income or economic benefit from any source other than via consulting fees paid directly by its clients. By limiting our compensation solely to client-paid fees, we remove any potential conflicts of interest from the investment advice we provide. We are indisputably objective and we take our fiduciary responsibilities seriously.