Invest with clarity, not complexity

Every dollar has a different meaning - and your strategy should reflect that.
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Our edge

We are passionate about empowering individuals take control of their investments and financial goals

0%

AUM fees

10K+

Financial metrics analyzed per instrument daily

15K+

instruments tracked and analyzed daily

79%

alpha generated from Oct 2022 - June 2025
The returns provided are price returns and are derived from the diversified model portfolio of the top 30 stocks rebalanced daily.

What do we offer?

Wide range of instruments with data backed analysis

Strategic diversification of a concentrated portfolio

International market exposure

private Equity exposure

Theme based investing

Tax-optimized investing (long term, tax-loss harvesting)

Retirement Planning (401k, Roth IRA)

How does it work?

We make it easy

1

Connect Accounts

Schwab, Fidelity, Vanguard, E*TRADE, or open new with Alphanso.
2

Define Your Goals & Risk

Growth, income, stability, or a blend.
3

Select Strategy Type

Core allocation + optional theme collections.
4

Monitor & Adjust

Our advisor and our models update recommendations in real time.
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Two ways to invest with Alphanso

Choose the level of control that fits you. Switch anytime.

Advisor guided

Link existing investments (read/read-write). Your advisor builds the plan, you approve and execute.

Managed portfolio

Your advisor manages investments through Schwab custodian access with your oversight.

Why invest with Alphanso?

It adapts to you
From active trading to long-term ETFs; strategy evolves with you.
It’s built to perform
Tax-loss harvesting, predictive models, Monte Carlo forecasting simulations.
It delivers
79% alpha over S&P 500 from Oct 2022 - June 2025, flat fee, no commissions.
The returns provided are price returns and are derived from the diversified model portfolio of the top 30 stocks rebalanced daily.
Expertise

Invest in what matters and what performs

Beyond core allocations, we offer curated investment collections built around themes, market factors, and opportunities you care about.