America’s Exclusive Wealth Management Consortium
The old adage, “It’s not what you know but who you know,” is a well accepted business truism. We happen to think a little differently. In order to be truly successful for our clients we think it’s both what you know and
who you know. That’s why Budros, Ruhlin & Roe, Inc. is a member of the Alpha Group
Founded in 1990, the Alpha Group
is an exclusive association of 18 senior level financial planning and investment professionals in the U.S. It functions as a wealth management “think tank” to inspire innovation and to generate “best practices” for its members’ collective clients. This unique association combines the professional resources, contacts and talents of its individual members to provide technically advanced, timely, and innovative strategies and ideas for the benefit of those they counsel.
To provide the highest level of value to the clients of each Alpha Group member’s firm, the members communicate regularly with leaders in money management, economic forecasting, and securities analysis.
What you should know about the Alpha Group:
- All members are nationally recognized speakers, authors, and commentators within the financial advisory and wealth management industry.
- All Alpha Group members are principals of nationally recognized firms throughout the U.S.
- Alpha Group members are experts on important investment issues including Investment Policy, Risk Tolerance, Asset Allocation, Portfolio Design, Investment/Portfolio Management, Investment Performance Evaluation, and Money Manager/Mutual Fund Evaluation.