Alpha Investment Consulting Group

No. The firm operates on a pure retainer model, paid exclusively by the pension plan or endowment client. This distinguishes it from many mid-market consultants who supplement advisory fees with placement fees or soft-dollar arrangements from the GPs they evaluate, and eliminates the embedded conflict that can influence manager recommendations.

It does not. Alpha Investment Consulting Group has no proprietary pooled vehicles, no internal asset-management P&L, and no discretionary trading authority over client portfolios. Every allocation decision remains with the plan sponsor. The firm's sole output is the investment policy recommendation, manager shortlist, and the ongoing performance-monitoring report.

The firm's client base concentrates on US-based public pension funds, Taft-Hartley multi-employer retirement plans, and smaller endowments and foundations. These are fiduciaries who require documented, defensible manager-selection processes but do not have the internal staff scale of a CalPERS or a large university endowment.

No. The firm's mandate is strictly non-discretionary. It advises on asset allocation, writes the investment policy statement, conducts manager searches, and performs on-going due diligence, but the client's board or investment committee retains sole authority to approve and execute every funding action.

The firm relies on a combination of public databases, institutional consultant networks, and direct outreach from GPs raising new funds. Because it does not accept placement fees, its filtering process centers on quantitative screening criteria and operational due-diligence questionnaires, rather than on relationships that carry economic incentives.