Rochester, NY Investment Management Firm

Core Alpha, Inc.

Core Alpha, Inc. is a successful investment management firm in Rochester, NY.

Our business is the careful crafting of diversified investment portfolios designed to achieve an appropriate balance of acceptable risk tolerance and long-term return.

CORE is an asset allocation program which is managed on a five step investment process. The goal of the program is to maximize return for a given level of risk. There are four portfolios designed for different investors' risk tolerance.

Core is designed for tax free or tax deferred retirement accounts such as IRA, SEP IRA, Roth IRA, Profit Sharing and Rollover IRA Accounts. Minimum account is $25,000.