We Love Doing This. Now We're Sharing It.
Advising Alpha started with a simple question: what if everyday investors could follow the same stocks that the world's best stock pickers are actually buying?
The Story
We bought our first stocks in the early '90s. Since then, we've lived through dot-com crashes, financial crises, pandemic selloffs, and everything in between. Along the way, we learned something that changed how we invest: money flows to where it's treated best.
That principle led us to study the world's best stock pickers — legendary investors who have beaten the market not once, but consistently over decades. Not what they say on TV. What they actually buy with real money.
We've spent decades turning that research into a process. We start with over 3,000 stocks, study where the best investors are putting their capital, and narrow it down to a handful of names worth owning. The result is a set of model portfolios that anyone can follow.
We paid the stupid tax more than once getting here. Wrong stocks, bad timing, lessons that only come from having real money on the line. Those mistakes shaped how we build portfolios today — with discipline, patience, and a healthy respect for risk.
What We Believe
→ Follow the Smart Money
The best stock pickers in the world spend millions on research. Their public filings tell you exactly what they're buying. We do the homework so you don't have to.
→ Risk Means Losing Money
Risk isn't a number on a spreadsheet. It's the real possibility of losing real money. We build portfolios for the long haul — designed to get you through the ups and downs and bring you out the other side okay.
→ Keep It Simple
No leverage, no options, no day trading. Just well-researched stocks, equal-weighted, rebalanced quarterly. Simple enough to follow in any brokerage account.
→ Make It Accessible
You shouldn't need a seven-figure account or a financial advisor on speed dial to invest well. We price fairly and make our research work at any portfolio size.
Why We Built This
Most investors are stuck between two bad options: expensive financial advisors who charge 1% or more of everything you own, or doing it yourself with whatever stock tips you can find online.
We built Advising Alpha because there should be a third option. Decades of real investment research, distilled into portfolios you can actually follow — for a fraction of what an advisor charges.
This isn't a side hustle or a newsletter. It's what we love doing, and we've been doing it for a very long time.
Our Commitment
We show you real backtested performance — including the bad years. We show you exactly what's in each portfolio. We tell you when we rebalance and what changes. No black boxes, no vague promises.
We're not a registered investment advisor, and we don't give personalized advice. What we do is share the research we'd be doing anyway — because helping other investors succeed is the whole point.