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Our Values

Our values guide us as we work to empower our clients, our employees, and the communities in which we work.

Our values guide us as we work to empower our clients, our employees, and the communities in which we work.

Our Values Are Our Foundation

Client First

We work for our clients as a fiduciary. We strive to make sure they have what they need.

People Matter

We believe in family and a culture of diversity, tolerance, and inclusion. Everyone associated with Alpha Cubed Investments should have the opportunity to grow and prosper.

Trust & Transparency

As an SEC-registered investment advisory firm, it is our job to make sure our clients know what is happening and why.

Training & Collaboration

We believe in a culture of constant improvement and lifelong training.

Technological Innovation

We apply new technologies to maximize efficiency and improve the client experience.

Team & Community

We believe in working together as a team and giving back as a group to the community.

Alpha Cubed Philanthropy
Alpha Cubed Philanthropy

Supporting local communities and national causes

We proudly support The American Heart Association and other charitable organizations. We also know the importance of having access to food for struggling families and support local food banks. If there is a local food bank you would like us to consider, please let us know.