Whether you are looking to aggressively grow your portfolio, maximize income or protect your nest egg for you and your loved ones, Alison Wealth Management can deliver a portfolio designed to help you achieve your goal.
We have curated a core strategic investment offering by bringing together some of the world’s largest institutional asset managers to construct portfolios with quality and cost-efficient investments across alpha, index and evidence-based factors to best meet your investment objectives.
Working with your personal investment advisor and going through The Bucket Plan® holistic planning process, we will educate you on the benefits and tradeoffs of each type of strategy to ensure that you are invested in a strategy that aligns with your best interest and investment objective. This cornerstone of education is part of our fiduciary commitment to deliver investment advice that ensures your needs are placed above all else.
The way you want to invest
In addition to our core strategic investment offering, you can work with your investment advisor to choose a portfolio personalized to your preferences. From environmentally or socially conscious investments to portfolios designed to help protect from market volatility or downturns, the choice is yours.
A custom approach
We believe there is no one-size-fits-all solution when delivering investment advice. Whether you are approaching retirement and need an investment plan designed to provide reliable income or are in the accumulation phase of your life and focused on growing and maximizing your wealth, our financial advisors are here to help guide you into a custom approach to meet your needs.
In addition, our investment management team at Valor Capital Management are consistently monitoring and evaluating our current offerings as well as new potential offerings to ensure our clients have innovative solutions to meet their investing needs. Whether it is leveraging the investment management teams at some of the world’s largest asset managers, such as Vanguard, BlackRock or Dimensional Fund Advisors, or partnering with boutique and niche managers through Valor, Prosperity Capital Advisors is committed to equipping your advisor with investment solutions to deliver the results you expect.
Beta is the risk of the overall stock market.
Accepting market beta means we should be rewarded with market like returns. We feel we can capture those market returns at the lowest possible cost to our clients through a passive investment approach, similar to index fund investing, to support our baseline investment performance.
Alpha is the excess return of an investment relative to a benchmark index.
We utilize a multi-dimensional approach to capture long-term alpha by adding strategic & tactical managers who rely on the same technology used by some of the most sophisticated investors and institutions around the world to help measure the impact of decisions, quantify risks and identify performance drivers. These managers helps power quantitative & fundamental investment analysis, research, and forecasts as well as their own judgment and experience in making decisions on which assets to buy and sell to add value to your investment portfolio.
Why Our Approach?
At Alison Wealth Management, we believe there is a better way rooted in an academic, data-driven approach and dedicated to tax- and fee-efficiency. We don't have a one-size fits all solution, but rather tailor customized investment strategies to the unique needs of our clients.