Jonathan Blevins Email

VP, Advisor Consulting . Alphastar Capital Management

Cornelius, NC

Location

LinkedIn

Current Roles

Employees:
47
Revenue:
$7.9M
About
Alphastar Capital Management provides discretionary portfolio management to individual client families and institutional investors through relationships with financial advisors. Alphastar manages a series of portfolio solutions designed for a wide range of investors with diverse wealth management objectives. A collaborative, team-oriented portfolio management process is employed to construct and manage each client portfolio. The investment team incorporates the distinctive talents and specialties of multiple investment professionals and diligently seeks to maximize the risk-adjusted returns of each portfolio. Members of our team hold a number of professional designations including Chartered Financial Analyst® (CFA®), Certified Financial Planner® (CFP®) and Accredited Investment Fiduciary® (AIF®). Alphastar Capital Management is an SEC Registered Investment Advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.
Alphastar Capital Management Address
19520 West Catawba Avenue
Cornelius, NC
Alphastar Capital Management Email
Alphastar Capital Management Phone Numbers
+17042375442

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