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Geoffrey T. Waters, CFP®, is a Regional Director, Senior Vice President for Alpha Cubed Investments. Geoff is a veteran of the financial services industry going back to his early days at Fidelity Investments in 1999. His core responsibilities have centered around partnering with affluent individuals and families and facilitating the identification of investment strategies designed … Continued

We are excited to share that our CEO, Todd Walsh, was live and in person from the New York Stock Exchange on the TD Ameritrade Network’s The Watch List program with host Nicole Petallides last Friday, 8/11/23. Todd covered current technical analysis conditions, the AI ecosystem phenomenon, and expectations for the remainder of this year, … Continued

Alpha Cubed Investments recently held a special semi-annual market update via Zoom. Click the link below to view a recording of the live event. Click Here to View

Welcome to the Alpha Cubed Investments headquarters! Join our President, Tony Jabczenski, as he provides a guided tour of our main office. For those of you who can’t come to the office in Irvine, CA, Tony will walk you through a virtual tour of our offices and some of our team members, including our CEO, … Continued

Alpha Cubed Investments is pleased to announce that Anthony Olmos has joined Alpha Cubed Investments as a Portfolio Analyst. Anthony graduated summa cum laude from the University of California, Irvine, with a Master of Finance degree. During his studies, he led a select group of MBA & finance students to manage a portion of the … Continued

Alpha Cubed Investments is pleased to announce that Morgan Evans has joined Alpha Cubed Investments as a Portfolio Analyst. Morgan graduated with the highest honors, summa cum laude, from the University of San Diego. There, she earned a Bachelor of Arts in economics, while showcasing her passion for learning by pursuing minors in computer science … Continued

Alpha Cubed Investments recently participated in the American Heart Association’s 2023 Orange County Heart and Stroke Walk. ACI is committed to giving back to the community, and we are proud to participate in the annual Heart and Stroke Walk, which was at Angel Stadium this year. This event not only raises awareness about the importance … Continued

Lessons from the inflation battle of the early 1980s. When the markets are in a bear phase, “expert” predictions about the ultimate low start flying fast and furious. Every market analyst wants to be seen as the “genius” who figured it out so they can crow about it for the next decade—no matter how many … Continued

Our CEO, Todd Walsh, made an appearance on Cheddar News with host Kristen Scholer right after the closing bell on Monday. Cheddar News streams live content from the New York Stock Exchange trading floor daily, targeting a primarily millennial audience. Alpha Cubed Investments has a strong commitment to empowering younger investors to learn more about the … Continued

Alpha Cubed Investments was recently quoted in Forbes. Please click on the link to see the full article along with our commentary about positioning your portfolio for 2023. (Click to see the full article)