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With Advent OnDemand, Alpha Fiduciary is Free to Focus on Clients


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Source: Advent Software
Date: June 2010
Type: Case Study
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Overview: Alpha Fiduciary offers a unique investment concept Mr. Doglione calls the Modified Endowment Model. “It’s based on the successful endowments at elite universities,” he explains. “We’ve taken their approach to asset management and modified it to be applicable to high-net-worth individuals. The benefits are much more significant diversification, non-correlated returns, and using non-traditional asset classes that protect funds on the downside while still generating growth over time.”

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