Smarter Investment Strategies
Alpha combines elite investment strategies and advanced tax tactics used by the ultra-wealthy—so your money works harder, grows faster, and stays yours.
Unlock Your Full Potential—Call Now »“Alpha’s approach to money management is unmatched.”
— Prof. George Olander, Finance (Ret.), ASU W.P. Carey School of Business
Trusted by Financial Elites Nationwide
Serving clients nationwide as license permits.
Don’t Work Harder Than You Need—Let Your Wealth Work Smarter
Investing in markets is a proven way to grow and stay rich, yet most fail: 96% of “advisors” like Edward Jones and Raymond James are salespeople, not on your side (SEC data), the Conventional 60/40 portfolio—still used by most advisors today—crashed 15.3% in 2022 (CFA Institute), fees can slash 60% of your gains (Center for American Progress), and self-investing risks half your growth (DALBAR). Alpha Financial Nordic’s low-cost ETF portfolios, backtested across economic scenarios, and fiduciary expertise ensure your wealth grows effortlessly—like the smartest investors.
Traditional Investing Is Just Not Good Enough
Your Current Strategy Is Costing You Millions
The old ways of investing are broken, leaving your wealth vulnerable and your financial goals at risk.
- Markets Outperform Other Assets: Securities like stocks have historically returned 9.2% annually (S&P), outpacing real estate (3.5% average, per NCREIF) and cash (0.5%–1%, Federal Reserve). By not prioritizing securities, you’re missing exponential growth—potentially halving your portfolio’s value over decades.
- The Conventional 60/40 Portfolio Is Obsolete: Still used by most advisors today, this false assumption fails modern markets. Since 2022, stock-bond correlations turned positive, with bonds losing value alongside stocks 14 times (BlackRock). In 2022, the Conventional 60/40 portfolio dropped 15.3%—its worst performance since 2008 (CFA Institute)—failing to protect your wealth during downturns.
- Advisors Work Against You: 96% of advisors aren’t fiduciaries, often acting as salespeople pushing high-fee products (SEC data). Non-fiduciary advice costs investors $17 billion annually in hidden fees (White House Council of Economic Advisers), eroding your returns.
- Fees Drain Your Gains: A 2% annual fee can slash 60% of your portfolio’s potential growth over 30 years (Center for American Progress), costing you enough to fund a vacation home or major charitable gift.
- Self-Investing Risks: Emotional decisions lead self-investors to underperform the S&P 500 by 4.3% annually (DALBAR), potentially losing half your portfolio’s growth over time—money that could secure a luxurious retirement.
As a high-net-worth investor, these inefficiencies could mean forgoing millions, jeopardizing your legacy and lifestyle.
The Alpha Solution: Precision Wealth Management for Maximum Growth
Unleash Your Wealth’s Full Potential with Alpha’s Expertise
At Alpha Financial Nordic, we redefine wealth management with a true fiduciary approach, combining real financial modeling acumen and data-driven arithmetic to deliver unparalleled results for high-net-worth investors.
- True Fiduciary Duty: We’re legally bound to put your interests first, unlike 96% of advisors who act as salespeople (SEC data), ensuring every decision maximizes your wealth without hidden agendas.
- Advanced Backtesting for Informed Choices: We backtest any portfolio—whether our Alpha’s Ultimate Portfolios or renowned strategies like Ray Dalio’s All Weather, Bill Schultheis’s Coffeehouse, Rick Ferri’s Lazy Three-Fund, or Scott Burns’ Margarita/Andrew Tobias’ Three-Fund—across economic scenarios like higher/lower inflation and growth. This lets you “see” effects, anticipate your reaction, and ultimately choose the best strategy to manage your money with confidence.
- Holistic Asset Allocation: We optimize your portfolio with a strategic mix of securities, ensuring you capture the market’s 9.2% historical growth (S&P), while balancing risk across asset classes for stability in any market condition.
- Tax-Advantaged Growth: We maximize tax-free accounts like Roth IRAs and 401(k)s, saving you up to 50% in portfolio growth by eliminating tax drag over 30 years (standard tax calculations), preserving more of your wealth.
- Alpha’s Ultimate Portfolios: Our proprietary low-cost ETF portfolios are designed to outperform, leveraging data-driven strategies to surpass traditional models like the Conventional 60/40, which lost 15.3% in 2022 (CFA Institute), ensuring your wealth grows smarter, not harder.
Real Results from Real Clients
Wealthy Investors Trust Alpha to Deliver
Our data-driven approach has transformed portfolios for high-net-worth clients, ensuring their wealth grows while minimizing risks.
- Lars E. Johansen,Park City, UT, Retired Executive: “Since partnering with Alpha Financial Nordic, my portfolio has consistently outperformed market expectations, even during volatile times. Their strategic approach and deep financial knowledge have helped me grow my wealth significantly while minimizing risk. Their backtesting showed us how our portfolio would perform in downturns, giving us peace of mind—it grew 8% yearly, even in volatile markets.”
- Philip G. Jacobs, Tech Entrepreneur Glendale, CA: “Mr Boemark streamlined our investments and got rid of a lot of unnecessary fees, we are thankful and feel very confident having him as our financial advisor.”
- Bryan Butvidas, business owner Cave Creek, AZ: “Alpha’s tax strategies with Roth accounts saved me a fortune, and their our investment returns improved. I believe I am doing everything right to preserve my legacy, our investment growing efficiently by their Ultimate Portfolio strategy.”
These clients entrusted Alpha to secure their legacies, and we delivered—your wealth deserves the same.
Proven by Data, Backed by Experts
The Numbers Don’t Lie—Alpha’s Approach Works
Alpha’s strategies are grounded in data-driven principles that deliver for high-net-worth investors.
- Securities Drive Growth: The S&P 500’s 9.2% historical return (S&P) outpaces real estate (3.5%, NCREIF) and cash (0.5%–1%, Federal Reserve), proving securities are the best wealth-building tool for long-term growth.
- Beyond Conventional 60/40: The All Weather Portfolio averaged 9.7% annually from 1984 to 2013, with a maximum loss of 3.93% (Bridgewater Associates), compared to the Conventional 60/40’s 15.3% drop in 2022 (CFA Institute)—offering stability and growth.
- Fee Savings Matter: Reducing fees by 1% can increase your portfolio by 30% over 30 years (Vanguard), preserving enough to fund a significant legacy or lifestyle upgrade.
- Tax Efficiency Boosts Returns: Tax-free accounts can save you 50% in portfolio growth over 30 years by eliminating tax drag (standard tax calculations), ensuring more of your wealth stays with you.
- Backtesting Reduces Risk: Our backtesting across economic scenarios ensures you choose a portfolio that performs in any market—unlike the Conventional 60/40, which failed in 2022’s high inflation (BlackRock).
Comparison of a $500,000 investment over 30 years: Alpha Portfolios (efficient, 10.2% annual return after fees) vs. Inefficient Investing (Conventional 60/40 or self-investing, 7.03% after fees and taxes).
Endorsed by the Best in Wealth Creation
Global Financial Leaders Trust Data-Driven Investing—So Should You
The world’s top financial minds agree: data-driven, diversified investing is the key to lasting wealth.
- Unbiased Advocacy: As fiduciaries, we’re legally bound to put your interests first, unlike 96% of advisors who act as salespeople (SEC data), ensuring your wealth grows without hidden agendas.
- Expert Validation: Warren Buffett advocates for low-cost index funds, stating in 2014, “A low-cost S&P 500 index fund will achieve [long-term growth]” (Berkshire Hathaway letter). Ray Dalio’s All Weather Portfolio, with a 9.7% historical return (Bridgewater), proves diversification works.
- Proven Principles: Buffett’s philosophy—“If you don’t find a way to make money while you sleep, you will work until you die” (2018 CNBC interview)—underscores the need for a smart portfolio. Alpha delivers this through backtested, low-cost strategies.
When the best in finance trust data-driven investing, you can too. Alpha Financial Nordic is your partner to make it happen.
Why Alpha Financial Nordic Is Your Best Choice
You’ve worked hard to build wealth. Now it’s time for your money to work harder—with a partner who understands the complexities of wealth and cuts out the noise.
At Alpha Financial Nordic, we combine two advantages that rarely coexist: real-world financial strategy experience and a lean operational structure. Founder Alex Boemark brings decades of investment leadership for global firms like Coca-Cola and Motorola—combined with the disciplined mindset of a retired military officer and successful entrepreneur.
Our philosophy is simple: Give every client the precision and performance the ultra-wealthy demand—without bloated costs, middlemen, or conflicts of interest. We apply the very strategies used by the top 1%—including tax-advantaged investing, low-cost ETF modeling, and disciplined asset allocation—so your portfolio is always working efficiently for you.
And we don’t do it alone. While you get the personal attention of a fiduciary expert, our back office is powered by Charles Schwab—the most trusted institutional custodian in the country. Schwab handles custody, compliance, and reporting with best-in-class technology—so you get elite infrastructure and complete transparency.
Alex Boemark — Fiduciary advisor & financial strategist
Charles Schwab — Institutional-grade custody and support
The result? A smarter, leaner, more powerful investment partnership. One that delivers the results you deserve—with none of the baggage.