# Alpha Investment Management

Alpha Investment Management is an Asset Manager based in Columbia, Australia.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Columbia, Australia
- **Region:** Oceania
- **Address:** Suite 1, Level 5, 124 Exhibition Street, Melbourne VIC 3000, Australia
- **Founded:** 2007
- **Assets under management:** Undisclosed
- **Website:** alphainvestmentmanagement.com.au
- **LinkedIn:** https://www.linkedin.com/company/alpha-investmentmanagement

## About

Alpha Investment Management is an SEC-registered investment adviser in Columbia, MD, registered since 2020. The firm manages $195 million in assets, with $90 million on a discretionary basis. It has 4 employees and 4 investment advisers.

## Sectors

- Asset Management

## People

- Jeff Mitchell — Chief Investment Officer
- Darren Steinhardt — Managing Director
- Adam Gale — Head of Investment Solutions
- Sam Morris — Portfolio Manager
- Hayley Briggs — Chief Financial and Operating Officer

## Questions

### Who runs investment decisions at Alpha Investment Management?

Chief Investment Officer Jeff Mitchell leads the Investment and Research team and holds primary responsibility for portfolio construction and investment decisions. The team operates with a shared research and decision-making model that includes Head of Investment Solutions Adam Gale and Portfolio Manager Sam Morris, an approach the firm says reduces key-person risk.

### What is the relationship between Alpha, Infocus Group, and Equity Trustees?

Alpha Fund Managers Pty Ltd is part of the Infocus Group and was established in 2007 specifically to create the Alpha Fund Series. Alpha Investment Management Pty Ltd holds the Australian Financial Services Licence (307379) and acts as the investment manager. Equity Trustees Limited, a trustee company founded in 1888, serves as the independent responsible entity for the funds, providing statutory governance and custody oversight.

### Does Alpha provide bespoke institutional mandates or only pooled funds and SMAs?

Alpha specialises in objective-based, multi-asset solutions aimed at platforms, financial advisers, and individual investors. The current offering is limited to the four Alpha managed funds (Moderate, Balanced, Growth, High Growth) and the three separately managed account strategies. There is no public evidence of a bespoke institutional mandate business.

### How are Alpha’s portfolios constructed, and what asset classes are included?

Portfolios use dynamic asset allocation and manager selection across Australian and international shares, property and infrastructure securities, Australian and international fixed income, cash, and alternatives. Each fund is constructed to serve as a potential whole-of-portfolio solution for a specific risk profile, from Moderate through High Growth.

### Does Alpha Investment Management incorporate any ethical screening?

Yes. The firm states that its funds seek to invest in companies demonstrating leading ESG practices while avoiding exposure to issuers whose core business activities are considered to negatively impact the environment or society. The specific screening criteria are not published in detail on the firm’s website.

### How does Alpha generate its investment research and manager selection?

The in-house investment team, led by Jeff Mitchell, conducts fundamental, valuation-driven research to inform both active asset allocation and external manager selection. Research responsibilities are shared across the team, which includes a Senior Investment Analyst and an Investment Operations Analyst, to ensure continuity.

### On which Australian platforms are Alpha’s Separately Managed Accounts available?

Alpha’s SMAs are distributed through several major Australian wrap platforms and superannuation platforms, including PlatformplusWRAP, Praemium, Netwealth, and Macquarie Wrap, as listed on the firm’s website.

## Related profiles

- [Alliance Investment Management](https://altss.com/profile/alliance-investment-management)
- [Alternative Wealth Partners](https://altss.com/profile/alternative-wealth-partners)

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Last updated: 2026-06-03T20:00:00.000Z

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