Advisory Alpha

Advisory Alpha functions primarily as a turnkey asset management platform and outsourced chief investment officer provider. The firm supplies model portfolios, trade execution, rebalancing, compliance infrastructure, and billing systems. Advisors retain ownership of client relationships while delegating investment operations to Advisory Alpha's platform.

Advisory Alpha is structured as a platform provider, not a traditional asset manager with proprietary fund products. The firm offers third-party strategist models through its platform, and advisors select from these strategies for their clients. Advisory Alpha handles the operational and fiduciary infrastructure around those strategies.

Advisors access Advisory Alpha's investment models through a platform agreement. The firm pre-vets external strategists across asset classes, then makes their model portfolios available. Advisors choose which strategies to map onto client accounts, and Advisory Alpha executes the underlying trades, handles rebalancing, and manages performance reporting.

Advisory Alpha operates as a registered investment advisor providing 38-1(a) portfolio management services. This structure allows advisory firms to designate Advisory Alpha as the discretionary manager on their Form ADV filings while the advisor maintains the primary client relationship and overall fiduciary responsibility.

Advisory Alpha's platform relies on external strategists and model providers rather than proprietary fund management. The firm curates and monitors third-party investment strategies, but it acts as the intermediary layer responsible for implementation, trading, and operational oversight, not the originating manager.