Get to Know Us

About Alpha Investment Management

Alpha has been a provider of trusted investment solutions since 2007.

We specialise in the development and management of a range of objective-based investment solutions for platforms, financial advisers and individual investors.

Explore the Alpha Fund Series

Alpha Managed Funds

Alpha Moderate Fund

Alpha Balanced Fund

Alpha Growth
Fund

Alpha High Growth Fund

Alpha Moderate Fund

The Alpha Moderate Fund is a broadly diversified investment strategy that has been designed with the potential to be used to be a ‘whole of portfolio’ solution for ‘Moderate’ risk profile investors.

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Alpha Balanced Fund

The Alpha Balanced Fund is a broadly diversified investment strategy that has been designed with the potential to be used to be a ‘whole of portfolio’ solution for ‘Balanced’ risk profile investors.

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Alpha Growth Fund

The Alpha Growth Fund is a broadly diversified investment strategy that has been designed with the potential to be used to be a ‘whole of portfolio’ solution for ‘Growth’ risk profile investors.

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Alpha High Growth Fund

The Alpha High Growth Fund is a broadly diversified investment strategy that has been designed with the potential to be used to be a ‘whole of portfolio’ solution for ‘High Growth’ risk profile investors.

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The Alpha Funds are rated as Favourable or
3.75 stars by SQM Research

Alpha Managed Accounts

Alpha’s Separately Managed Accounts are actively managed diversified portfolios invested across growth assets and defensive income-oriented assets.

They are available across a range of investment and superannuation platforms including PlatformplusWRAP, Praemium, Netwealth and Macquarie Wrap.

View our Separately Managed Account solutions

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Meet the Alpha Team

The Alpha Investment Management team investment team consists of four well experienced investment professionals. Explore their profiles below.

Jeff Mitchell

Chief Investment Officer

Adam Gale

Investment Specialist

Sam Morris

Portfolio Manager

George Lu

Research Analyst

Get in touch

Contact Us

If you have a question the Alpha Investment Management team are here to help. Simply let us know whether you are an investor or a financial adviser and we will direct your query to our professional team. 

Contact Alpha Investment Management