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Dick Pfister Email
CEO/Founder . AlphaCore Wealth Advisory
La Jolla, CA
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Employees:
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At AlphaCore, we employ an innovative asset allocation philosophy.\n\nWhile traditional allocations to stocks, bonds, and real estate serve an important purpose, we believe alternative investments should also be incorporated in order to properly diversify a portfolio. \n\nHistorically, having a large allocation to traditional, long-only asset classes, primarily made up of equities and bonds, was considered the necessary ingredient to forming a well-diversified portfolio. Today, however, the markets have become both increasingly correlated and recent moves in equities and interest rates have become exhausted. \n\nAs financial advisors, adding alternative investments in a prudent manner can help to provide the proper diversification needed in the decades to come. Our team proudly offers these customized solutions tailored to the unique goals and investment profiles of the families and individuals we serve.\n\nTo ensure compliance with Rule 206(4)-1 of the Advisers Act: Clicking the “Like” button does not constitute a testimonial for or endorsement of our investment advisory firm, any associated person, or our services. Clicking the “Like” button is merely a mechanism to circulate our LinkedIn page. “Like” is not meant in the traditional sense. In addition, postings to our LinkedIn page must refrain from recommending us or providing testimonials for our investment advisory firm. Because the SEC and state securities regulators generally prohibit testimonials, any such postings are subject to swift removal. Please click here for important information about AlphaCore on social media, https://www.alphacorecap.com/alphacore-social-mediaAlphaCore Wealth Advisory Address
La Jolla, CA
United States