Alphaglider LLC

Overview

Alphaglider LLC is a small, client-focused advisory firm structured as an LLC that concentrates on discretionary portfolio management for individual and family clients and small businesses. The firm charges a percentage-of-AUM advisory fee and runs a predominantly equity-driven mandate: nearly all of its managed assets sit in exchange-traded equities. Alphaglider is not positioned as an ESG specialist, and it operates as a single-state, individually owned adviser rather than a multi-state or affiliated adviser. Investment activity centers on liquid, exchange-traded instruments held in separate managed accounts. That approach supports tax-aware and customized implementation for individual clients while enabling tactical exposures through ETFs or individual stocks. Beyond core equity exposures, Alphaglider supplements portfolios with targeted use of annuities and mutual funds and allocates to third-party alternative strategies in real estate and commodities when appropriate for client objectives.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices