Alpha Cubed Investments - Irvine, California

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Alpha Cubed Investments: A Comprehensive Overview

For individuals and families seeking expert guidance in navigating the complexities of investment management, Alpha Cubed Investments presents itself as a dedicated and client-focused service provider. Located at 18301 Von Karman Ave # 900, Irvine, CA 92612, United States, with a readily accessible phone number Phone: 8007012457, and a comprehensive online presence at Website: alphacubedinvestments.com, Alpha Cubed caters to clients desiring personalized financial strategies.

Core Services and Specialties

The company specializes primarily in investment services, focusing on providing tailored solutions to meet diverse financial goals. They appear to excel in assisting clients with transitions from traditional retirement plans, specifically handling rollovers from older 401(k) plans – a service frequently sought by those looking to gain greater control over their investment portfolio. A key strength seems to be their ability to help clients move toward individual stocks, offering a more direct approach to investment ownership.

Location and Accessibility

Alpha Cubed Investments’ Irvine, California location offers a convenient and professional setting for client consultations. The facility is fully equipped to provide both virtual and in-person support, reflecting a commitment to responsiveness and accessibility. Notably, the office is designed to be inclusive, boasting a wheelchair-accessible car park and wheelchair-accessible entrance, ensuring ease of access for all clients. Furthermore, they offer both online appointments and on-site services, providing flexibility in how clients connect with their wealth managers.

Client Feedback and Reputation

Alpha Cubed Investments currently holds 6 reviews on Google My Business, with a consistently positive average opinion of 4.5/5. This suggests a strong emphasis on client satisfaction and a dedication to building lasting relationships. The recorded feedback highlights the company's competence in facilitating complex rollovers and providing ongoing investment management, even during periods of market volatility. It appears that clients value the personalized attention provided by their wealth managers, who take the time to discuss various investment options.

Key Features & Benefits

• Personalized Investment Strategies: Tailored plans designed to align with individual financial objectives.
• 401(k) Rollover Expertise: Streamlined assistance with transferring assets from older retirement plans.
• Active Portfolio Management: Ongoing monitoring and adjustments to optimize investment performance.
• Accessibility & Convenience: Online and in-person consultations, alongside wheelchair accessibility.

👍 Reviews of Alpha Cubed Investments

Ann G.

5/5

My husband and I wanted to get our investments out of an old union 401k plan with poor mutual fund investment choices. We wanted to buy individual stocks and someone to manage our money personally. Alpha Cubed helped us complete the rollover and they have helped invest our assets during a crazy year in the market. Our wealth manager also met with me in person to discuss other investment choices.

berni L.

2/5

Was a customer for about a year and was disappointed with the overall performance of my managed portfolio. I would have fared better simply investing in an S&P 500 ETF. For the fees being charged I expected more timely trades and better communication than I received. I was also unhappy with a "wash sale" that they created - which they only acknowledged as being a mistake 2 months after the fact. This just underscores that internally they are not all on the same page at times.

Connie L.

5/5

I am a retiree and have recently moved all of my investments to Alpha Cubed and am very satisfied with the service and expertise of my advisor and his team. I highly recommend them to all my friends or anyone that asks me about investing in stocks.

Mike J.

5/5

Best Money Managers I have found in my 25 years of overseeing my assets.........VERY experienced...highly recommended

Steve W.

5/5

Heidi F.

5/5