Alpha DNA proudly serves registered investment advisors (RIA) and financial institutions as its primary clients. On over 90% of our assets under management (AUM), Alpha DNA is the sub-advisor to the account meaning that another financial institution is acting as a fiduciary to the end investor.
We are proud of our track record and because we primarily service experienced financial professionals, we have invested the time, energy, and costs to be a GIPS compliant investment advisor. GIPS stands for Global Investment Performance Standards which includes an annual 3rd party audit to ensure that our practices are compliant with GIPS standards.
We provide our investment services at multiple brokers and custodians with the primary ones being Schwab, TD Ameritrade, Fidelity, and Interactive Brokers.
As a trusted advisor to your clients, we know you will have many questions about our company so we maintain a disclosure and due diligence packet that is available upon request.
To learn more about us, just email us at wayne.ferbert@alphadnaim.com
Or, even better, book time on our calendar directly at this Calendly Link: CALENDLY FOR WAYNE FERBERT