No minimums!
No minimums!
Alphawave Fintech is a Registered Investment Advisory firm dedicated to erasing the barriers between investors and the world of investments. We provide on-demand, affordable advisory and management services to individuals and small businesses according to their risk profiles worldwide.
Our firm is the product of the seismic shift in how people choose to do business today. We employ a digital first strategy, relying heavily on technology to provide our services in the most cost-effective way possible.
We develop and manage most types of accounts with no investment minimums and provide assistance with roll-overs.
Our firm provides on-demand consulting on an hourly basis independently from our portfolio management services.
We work to help you achieve financial freedom by identifying your resources and strategically guiding your monthly contributions.
As investors, we aim to capitalize on where the world will be and obtain performance superior to the S&P 500. We conduct research and invest your capital in essential industries, fast-growing sectors, and promising ideas.
Energy: Everything is increasingly electric and additional energy sources will always be needed to satisfy our monumental demand. Our firm invests in sustainable generation and storage.
Technology: Our dependence on technology is an inevitable fact of life. We invest in sectors such as AI, robotics, hardware, software ecosystems, social media, cloud, and fintech.
Resources: Demand for consumables, materials, and chemicals contends with environmental degradation, scarcity, drought, and plagues. We invest in companies dedicated to producing sustainable resources and farming technology.
Heavy Industry: We depend on ways to address population growth and respond to nature. Our firm invests in companies that help protect cities, move water, and keep humanity healthy & comfortable.
Aviation: People and resources will continue to move through the skies in jetliners, cargo planes, drones, and air taxis. We invest in aeronautical manufacturers and new transportation technologies.
Experiences: Material wealth can contribute to our well-being. However, we invest in activities and experiences such as leisure, music, and gaming, which can enrich our lives differently.
Schedule a free presentation for an in depth look at our performance and investing services.
"The most important and rewarding aspects of being an investment advisor representative are empowering people with financial knowledge and working to help them achieve their economic goals."
"Starting as a research intern at a Registered Investment Advisory firm (RIA) over 20 years ago, I've worked with clients for over a decade. My experience allowed me to develop the concept for Alphawave Fintech and open my own shop to help people become investors."
Please reach out using our contact form if you have additional questions.
Alphawave Fintech uses a third-party custodian. Only you can deposit or withdraw money from your account. A limited power of attorney only authorizes us to invest on your behalf.
Our team assists you with every step of the onboarding process and answers any questions you may have along the way.
Achieving superior returns for our clients is our primary objective. However, we know clients have other considerations regarding their capital and investments. We integrate environmental, social, and governance (ESG) analysis into our methodology.
We minimize exposure to industries we see as detrimental to society from an environmental, ethical, and social standpoint. We believe this strategy is an effective way to improve long-term returns, reduce risk, and create positive impact in our world.
FORM ADV Parts 2A & 2B (pdf)
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