Alpha Vee Focused Growth

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As Of : yyyy-mm-dd

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Ticker: AVFOCGRW, Morningstar ID : F00001LXRC, See Video

Available through selected TAMP platforms. Also through Direct Indexing with us.

  Alpha Vee US Mega Cap

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Diversified exposure to the largest U.S. stocks with the highest combined attractive grades

Available through SmartX, Smartleaf, Amplify, Quorus, FusionCM, FusionIQ, Qdeck or Direct Indexing

  Alpha Vee strategies now available on Advyzon

The following strategies are now available on the Advyzon platform

Alpha Vee Risk Managed SMID Top 5 Sector Equities

Alpha Vee Risk Managed Large Cap Top 5 Sector Equities 

Alpha Vee Risk Managed All Cap Top 5 Sector ETF

Alpha Vee U.S. Mega Cap

Alpha Vee Risk Managed Small Cap Top 5 Sector US Equities

Advyzon

  Alpha Vee strategies available on Morningstar

F00001IAU8: Alpha Vee RM Smll Cap Top 5 Sector Model 
F00001FUG5:  Alpha Vee Risk Man SMID T5 Sec Eq TR USD
F00001G5GU: Alpha Vee US Mega Cap TR USD
F00001G5OZ: Alpha Vee Quality Yield TR USD
F00001G5X3: Alpha vee RM Top 5 Sec ETF&T.Bonds TR USD
F00001G5XA: Alpha vee Green Transportation TR USD
F00001G5X8: Alpha vee RM Top 5 Sec Eq&T.Bonds TR USD
F00001LXRC: Alpha vee Focused Growth

Morningstar

Investable on the SmartX direct indexing platform

Risk Managed SMID Top 5 Sector Equities, Green Transportation, Quality Yield, Risk Managed Top 5 Sector ETFs & Treasuries,
Risk Managed Top 5 Sector Equities & Treasury Bonds, Risk Managed US Equity & Treasury Bonds,
 US Mega Cap, International Dynamic, Risk Managed Fixed Income, Risk Managed Mid Cap

Investable on the Smartleaf Asset Management platform

Risk Managed SMID Top 5 Sector Equities, Green Transportation, Core High Quality Yield, Core Top 5 Sector ETFs & Treasuries,
Risk Managed Top 5 Sector Equities & Treasury Bonds,
U.S. Large Cap 100, U.S. Mid Cap 100, U.S. Large Cap Dividend 100, 
Risk Managed Enhanced US Equity, Risk Managed Mid Cap

Alpha Vee strategies available now on Fusion

Green Transportation, Quality Yield, Risk Managed Top 5 Sector ETFs & Treasuries,
Risk Managed Top 5 Sector Equities & Treasury Bonds, Risk Managed SMID Top 5 Sector Equities, Risk Managed US Equity & Treasury Bonds,
US Mega Cap, Risk Managed Fixed Income, Risk Managed Enhanced US Equity, Risk Managed Mid Cap

Fusion

Alpha Vee strategies available now on Amplify

Green Transportation, Quality Yield, Risk Managed Top 5 Sector ETFs & Treasuries,
Risk Managed Top 5 Sector Equities & Treasury Bonds, Risk Managed SMID Top 5 Sector Equities, Risk Managed US Equity & Treasury Bonds,
US Mega Cap, International Dynamic, Risk Managed Fixed Income, Risk Managed Enhanced US Equity, Risk Managed Mid Cap

Amplify

Our Solutions

Strategies

Capabilities
Alpha Vee combines deep financial knowledge with a best-in-class software platform that enables us to build, analyze and test equity investment models .

Strategies & Models
Click here to see a select list of our strategies.
Licenses to use the strategies as the underlying value for derivative instruments are issued to stock exchanges, banks, financial services providers and investment houses.
We have strategies available through the a number of direct indexing
platforms: Click here to see a full list.

Alpha Vee Risk Managed Top 5 Sector Equities and Treasury Bonds

Custom Index Services
Alpha Vee has developed a comprehensive software platform that can take an
investment idea, model it, test it and apply it to any type of investment instrument.

Leigh Eichel, CEO of Alpha Vee, discusses Direct Indexing with Smartleaf

Watch the Webinar

SaaS Solutions


Alpha Vee is a Fintech company with a proven team of software developers with strong financial knowledge.
Our software platform is robust and user friendly. Users include individuals, asset
managers, financial and academic researchers and RIAs. They use our tools to gain access to clean financial data wrapped by a state-of-the-art engine.
45,000 global securities, Point-in-time history with ratios, hundreds of factors,
aggregates, EOD Pricing, and more.
Intuitive tools for ranking systems, screens, risk vs. return analytics, and an automated trading system. Ability to backtest a system using your real-world assumptions.


See a quick demo of our software

Research

Alpha Vee's software and indexes are backed by unique fundamental research.

Alpha Vee's Co-Founder Moshik Kovarsky met with Julie Cooling, Founder & CEO, RIA Channel to discuss his fundamental momentum strategy.


Alpha Vee is very different in the way it takes fundamental data and applies a top-down approach to create a market risk adjustment, sector risk investment and stock selection adjustment.

Watch Our Webinar on Risk Management

Who We Serve

Our models, customized or off-the-shelf, are designed for advisors looking for investment strategies on various TurnKey-Asset- Management Platforms (TAMPs). Currently available through the following platforms:
Smartx, Smartleaf, Virtue Capital Management, BX partners.
Alpha Vee offers a calculation and dissemination process through our partner network.

We create institutional quality indexes, customized through a collaborative process with the product development team and PMs. We support the complete lifecycles of index creation, maintenance, ETF launch and after-market activities including calculation and dissemination of the index.
Alpha Vee offers a calculation and dissemination process through our partner network.

We create institutional quality indexes, customized through a collaborative process with the product development team and PMs. We support the complete lifecycles of index creation, maintenance, ETF launch and after-market activities including calculation and dissemination of the index.

State-of-the-Art technology with 45,000 equity securities, hundreds of factor sets, backtesting of portfolio scenarios. Risk on/Risk off indicators. User friendly system for streamlined work flow. 

All strategies can be deployed as actively managed products. Our strategies are wrapper agnostic. 

Our Partners

CBOE

CBOE

Cboe Global Markets, Inc. (Cboe), are defining markets to benefit all participants. Unique among global exchange operators in their capability to drive the global marketplace forward through product innovation, leading edge technology and seamless trading solutions

Smartx

Smartx

SMArtX is a pioneering managed accounts technology firm and architect of the SMArtX turnkey asset management platform (TAMP).

Lynk Capital Markets

Lynk Capital Markets

Benefit as a Manager by gaining access to a global investor base, and as an Investor, gain from the accessibility to a wide range of tradable investment opportunities

Quorus

Quorus

Go beyond direct indexing with custom, tax-managed investment accounts based on any investment strategy.

Morningstar

Morningstar

Morningstar, Inc. is an American financial services firm headquartered in Chicago, Illinois. It provides an array of investment research and investment management services. With operations in 29 countries, Morningstar's research and recommendations are considered by financial journalists as influential in the asset management industry. The firm also provides software and data platforms for investment professionals, including "Morningstar Direct" and "Morningstar Advisor Workstation”.

Smartleaf Asset Management

Smartleaf Asset Management

SAM (Smartleaf Asset Management LLC) is a fully owned subsidiary of Smartleaf, Inc, whose automated rebalancing workflow platform helps its clients deliver customized, tax-optimized portfolios at scale. SAM is an SEC-Registered Investment Advisor that leverages Smartleaf Inc. software to provide unified managed account (UMA) rebalancing and trade execution services.

Virtue Capital Management

Virtue Capital Management

Virtue Capital Management (VCM) is committed to bringing dynamic, scrupulously researched investment techniques, strategies and portfolios to investment advisors and their clients. As an independent investment advisory firm, they research, compare and assess every model portfolio so that only tested strategies are used in their models and by their advisors.

Advyzon

Advyzon

Advyzon is a comprehensive financial technology platform that provides wealth management and practice management solutions for financial advisors and wealth managers. The platform offers a range of features and tools designed to streamline and enhance the advisory process, allowing professionals to deliver personalized financial planning and investment management services to their clients.

The Amplify Platform

The Amplify Platform

Amplify delivers a scalable and flexible digital wealth management ecosystem that enriches all aspects of your firm and empowers your advisors to focus on winning the moments that matter.

Fusion Capital Management

Fusion

Founded in 2011, Fusion Capital Management provides the technology that fits your process, the marketing that fits your value, the investment solutions that fit your clients, and the operations that fit your needs. They provide end to end support for IARs and RIAs. 

Fusion IQ

FusionIQ

FusionIQ provides a wealth management platform that provides a full-service and seamless advisor and client experience for independent broker-dealers, RIAs, banks and credit unions.

Qdeck

Qdeck

Qdeck is a cloud-based fintech platform that brings state-of-the-art quantitative financial technology to wealth managers and institutional financial professionals​. Qdeck combines diverse market data feeds, alternative investment databases, advanced analysis tools, and powerful automation to deliver excellent analytical performance while saving time and money.

Charles Schwab

Charles Schwab

Investments are just one aspect of wealth planning. Your tax rate impacts your investment returns. Your borrowing impacts your insurance needs. Your cash flow impacts your lifestyle. That's why Schwab connects key facets of your financial life—so you can see what's missing to maximize your wealth. Start a conversation with a Schwab investment professional who will help you make the decision that's best for you.

Intelliflo

intelliflo

intelliflo widens access to financial advice through leading technology which powers the financial advisory experience. They use open software architectures combined with unmatched industry experience to simplify a complex digital landscape to help our customers thrive and grow.

C8 Technologies

C8 Solutions

Established in 2017 in London by Mattias Eriksson and Dr. Ebrahim Kasenally, previously partners and senior executives at BlueCrest Capital Management – one of the largest global alternative investment management firms. C8 combines decades of investment research, trading and technology experience.

NinjaTrader

Ninjatrader

NinjaTrader Group, LLC together with its subsidiaries provides award winning trading software and brokerage services to active traders.Founded in 2003, NinjaTrader has evolved into an industry leader supporting over 500,000 traders around the globe with best-in-class technology, deep discount commissions and world class support.

Alpha Vee Solutions Ltd

Content on this site is approved for Investment Professional use only.

Contacts

+1-617-212-8691
info@alphavee.com

About

Integrated software & data solutions for investment professionals. Spend more time finding ideas that generate alpha.

Terms Of Use and Risk Disclosures