Live Your Legacy

Whatever your goals, we’ve built our financial services to empower your pursuits.

trust

Start with trust

Relationships matter. After hearing your story and identifying clear goals, Alpha Principle will develop a personalized financial blueprint with care and confidence.

What we offer

Alpha Principle is fortified by centuries of collective experience, a testament to our proficiency in the diverse facets of wealth management: investing, estate planning, cash flow planning, legacy planning, risk management, and more. We can work closely with all of your legal, tax and estate advisors, delivering a fully integrated approach to managing your wealth. Our services are tailored to reflect your objectives and core values, aiming to enable you to create a meaningful impact and a noble legacy.

Wealth Management

We built Alpha Principle on a foundation of highly researched and disciplined investing principles. Our strategies provide strength in diversification, always looking to consider taxes and other critical factors as we develop an investment plan uniquely tailored to your personal needs and goals.

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What We Offer

Welcome to Alpha Principle, a values-based investment management firm that serves ultra-high-net-worth individuals. Our portfolio management team has centuries of combined experience. We take a disciplined, rigorous, and research-based approach to investment management for every client.

We offer a range of investment solutions, including separately managed accounts, private funds, private equity and debt, and cash management services that are customized to meet each client’s specific financial objectives and risk tolerance.

At Alpha Principle, we also focus on offering Values-Based and Faith-Consistent Investing. Our investment professionals have a deep understanding of values-based investing and are dedicated to helping our clients make sound investment decisions that align with their personal values. Adhering to disciplined, values-based investment strategies, we also strive to generate superior returns (alpha), rooted in meticulous analysis, transparency, and integrity.

We are committed to providing our clients with top-quality investment services tailored to their unique needs and goals. Contact us today to learn more about how we can help you achieve your financial objectives in a way that aligns with your values and lays the foundation for a noble legacy.

Family Office Services

Live your legacy now. We uniquely collaborate with multiple generations within families. Empower your wealth and make an impact with your values with our personalized family wealth services. With Alpha Principle’s unique approach to wealth management, values-based investing, and legacy coaching, find the guidance and partnership you’ve been seeking. Embark on your family wealth journey.

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What We Offer

Chart a meaningful journey of wealth and legacy that mirrors your values with our Family Office Services.

Building upon our foundational belief in empowering you to live your legacy, Alpha Principle extends an extensive Family Office Services suite. We aim to enable the seamless management of your family wealth in alignment with your values, pursuits, and long-term objectives.

Legacy Coaching – Enrich Your Present

Legacy isn’t just about what you leave behind; it’s about how you live today. Our conversations go well beyond balance sheets and income statements—we listen to the beliefs, life lessons, and traditions that matter most to you. Drawing from our decades of working with ultra high net worth families, we craft a legacy plan that fills you and your family with pride, better enabling you to live with joy, intention, and purpose.

Personalized Wealth Management

Our wealth management strategy isn’t off the shelf—it’s built around your unique needs, ambitions, and core values. Based on disciplined investing principles, we provide a diversified, tax-aware investment plan that reflects your personal goals and values. Our approach balances creativity with wisdom, crafting solutions that fit your financial narrative.

Faith-Consistent Investing (FCI)

We acknowledge the unique intersection of faith and finance in many families lives. Hence, we offer Faith-Consistent Investing (FCI). This enables you to align your wealth growth with your spiritual beliefs and values, strengthening your legacy.

Estate and Succession Planning

We seek to see beyond the complexities of estate and succession planning, striving to create a seamless transition of your assets to future generations. This proactive strategy seeks to secure your family’s financial future, mitigates potential estate taxes, and strives to assure the continuity of your wealth and legacy.

Philanthropic Guidance

If making a difference resonates with your family’s core values, we provide strategic guidance for philanthropy. Our team will align your philanthropic aspirations with potential tax-efficient strategies, empowering you to maximize your positive impact on the world.

Financial Education and Governance

A well-understood wealth often leads to well-managed wealth. We offer financial education for your family members and assist in creating governance structures that encourage harmony, effective communication, and conflict resolution, fostering a legacy that could last generations.

Risk Management

We identify potential risks to your wealth and create bespoke strategies to insulate your assets. We aim to safeguard your family’s legacy from market volatility, family disputes, and litigation, seeking to ensure your wealth stays resilient through generations.

At Alpha Principle, we align our services with your core values, treating each client relationship as if it will last generations. Our Family Office Services empowers you to build and live your legacy, with a goal of shaping society for the better through your financial actions.

Welcome to the next level of family wealth management. Welcome to Alpha Principle.

Institutional Investment Services

For foundations, endowments, and regional organizations managing substantial portfolios, Alpha Principle stands as your strategic partner. Our customized investment management, faith-consistent investing, and outsourced CIO services align with your mission and navigate your unique investment challenges. Discover a partnership built for your financial success.

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What We Offer

As we champion our clients’ goals at Alpha Principle, we’re excited to extend our suite of Institutional Investment Services. Tailored for small to medium-sized regional organizations, large foundations, and endowments, our comprehensive services enrich your financial strategies while preserving your institution’s mission and values.

Outsourced Chief Investment Officer (OCIO)

Institutional investing requires sophisticated strategic oversight and agile decision-making. Recognizing this, we offer an Outsourced Chief Investment Officer (CIO) service. By serving as your external CIO, we shoulder the responsibilities of investment strategy development, portfolio management, risk assessment, and more. This lets your organization focus on its core mission while we steer your investment portfolio toward your financial objectives. Our Outsourced CIO services deliver expertise, efficiency, and flexibility, allowing you to adjust the level of service based on your changing needs.

Tailored Investment Management

With an understanding that each institution’s investment needs are distinct, our team creates a highly customized, diversified, and tax-aware investment strategy. Anchored in disciplined and well-researched investment principles, our approach aligns your financial goals with your institutional objectives, striving for attractive risk-adjusted performance.

Faith-Consistent Investing (FCI)

We honor the profound role faith can play in institutional investments. To cater to these unique needs, we offer Faith-Consistent Investing (FCI). This helps ensure your institution’s financial growth parallels your spiritual and ethical commitments.

Risk Management

We diligently identify potential risks unique to your institution and work to construct bespoke strategies to safeguard your assets from market volatility and other uncertainties, seeking to secure the resilience and longevity of your institutional wealth.

Collaborative Partnerships

We pride ourselves on the power of collaboration. By partnering with your team, we combine our financial acumen with your deep institutional knowledge to form a comprehensive and forward-looking financial strategy. This helps us fully grasp your values, concerns, and aspirations, thereby enabling the crafting of an investment plan that focuses on maximizing your impact and advancing your mission.

Strategic Philanthropic Guidance

For institutions with a philanthropic vision, we offer strategic guidance on your charitable initiatives. Aligning your philanthropic goals with potential tax-efficient strategies, we seek to empower your institution to augment its positive influence on the world.

Proactive Calibration

Recognizing the dynamic nature of the financial landscape, we stay proactive in calibrating your investment strategy. Our experience and research insights aim to keep you ahead of the curve.

At Alpha Principle, we see every institutional relationship as a lasting partnership. Our Institutional Investment Services are designed to align with your mission, empowering your institution to shape society through strategic financial stewardship.

Welcome to a trusted partner in institutional investment management. Welcome to Alpha Principle.

At Alpha Principle, we align our services with your core values.

Alpha investors ideal net worth of $10 million to $1 billion

We work with Alpha Investors

Alpha Investors are impact driven, striving for outperformance in every area of life. Whether you’re launching your next venture or leaving a legacy of generosity, we’re here to help you shape society for the better.

What makes us different

We guide each of our clients through a dynamic, highly individualized process.

  1. Collaborate

    Our advisors listen intellectually and emotionally. We don’t just learn your financial objectives — we seek to understand your values, worries, and dreams as well. That way, we can craft a plan that allows you to maximize your impact and pursue a greater purpose.

  2. Create

    We’ll build a custom solution from the ground up, then tailor our approach to correspond with what you envision your mission and legacy to be.

  3. Calibrate

    We adjust your strategy proactively, using our research and experience to stay one step ahead.

We treat every client relationship as though it will last generations.
Eric Koeplin

CEO & Chief Investment Officer

Eric founded Alpha Principle for his family office in 2020. The firm opened to outside investors in 2022. He created Alpha Principle with the vision of producing outperformance for investors while also...

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Our Team
CEO & Chief Investment Officer

Founder and CEO, Eric Koeplin, was an avid collector of rare coins as a child and he fell in love with investing at 12 years old. Eric will never forget attending a numismatic auction at that young age, when he saw a candlestick price chart for the first time, feeling like it was a language he was born to understand.

Eric obtained undergraduate and graduate business degrees and had a big break when he worked with Dimensional Fund Advisors and Eugene Fama, who won the Nobel prize in economics and is considered by many to be the father of modern finance and factor investing. During this time, he learned the core portfolio management principles we use for clients to this day.

After many years as an investment analyst and advisor for high-net-worth executives, including several CEOs of Fortune 500 companies, Eric started The Milestone Group in 1996. The company grew rapidly and had well over $2 billion of assets under management when Eric monetized the company to provide his family with financial security. Eric then served as Chairman of the Investment Committee for Advice Period, a company that managed over $4 billion at the time.

After contemplating retirement in 2020, Eric decided he was destined to manage investments for the rest of his life, so he formed a family office to continue managing his own money. Eric conducted extensive research on many investment topics, including direct indexing and the inevitable problem of rising interest rates. During this time of exploration, his faith in God also grew in ways he never expected. With faith as his motivator, Eric discovered value-based investing and how it could intersect with the pursuit of investment alpha (outperformance) to help make the world a better place.

Eric could have retired but he was called to “greater purpose” which is when he turned his family office into an advisory firm that not only sought to produce outperformance for clients but also had the impact our clients desired to make the world a better place. Eric followed this calling to launch Alpha Principle and formally opened the doors to outside investors in early 2022. 

Recognition and Awards:

  • Barron’s Top Financial Advisors from 2014 – 2017 (#2 in Colorado for 2017)*
  • Barron’s Top Independent Financial Advisors from 2008 – 2012 (#1 in Colorado, #11 Nationally for 2008)*

*Eric Koeplin was identified by Barron’s in 2008, 2010, 2011 and 2012 one of the Top 100 Independent Financial Advisors in the country, including #1 in Colorado / #11 in the country for 2008 and #2 in Colorado for 2010-2012. On the list including independent advisers as well as financial advisers at brokerage firms, Barron’s ranked Eric among the Top 1,200 advisers in the country from 2014-2017, including #2 in Colorado in 2017 and #3 or #4 in Colorado from 2014-2016. The rankings were based on data provided to Barron’s by advisers who qualified and applied for and participated in the ranking assessment. The rankings reflected assets under management, an adviser’s share of the revenue for the firm, regulatory record, and indicators for quality of service as determined by Barron’s.

Brian Folkerts, CFP®

Managing Partner

Brian has decades of high-level experience in the financial world. Most recently, Brian led and managed a $25 billion AUM Flagship office for Charles Schwab. He led asset management...

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Our Team
Managing Partner

Brian has decades of high-level experience in the financial world.  Most recently, Brian led and managed a $25 billion AUM Flagship office for Charles Schwab. He led asset management, portfolio development, large client development, employee development, human resources, marketing, financial planning, compliance, audit, operations, and lending.  Brian’s goal at Alpha Principle is to build a world-class culture and thriving environment that attracts top talent to serve clients with a wide spectrum of needs.

Brian also has 30 years of experience with studying, researching, and trading options, including LEAPS, Bull Spreads, Bear Spreads, Iron Condors, Equity Collars, and call and put option hedging.  During this time, he focused on hedging and option income strategies designed to protect client wealth and produce a wide range of client specific outcomes.  Brian has tutored affluent clients through the process of option strategies and trading techniques.

Brian graduated from the University of Minnesota with degrees in Philosophy and Psychology.  He is a CFP® professional and holds an insurance license, and industry licenses including the series 7, 8, 9, 63, and 66.  Brian was raised on a farm in central Minnesota and began his career with Charles Schwab in 1994 as a Financial Advisor and Planner.  He stayed with Schwab until joining the Alpha team in 2022.  Brian has been married for 27 years to his wife, Michelle.  They have 2 sons, Stuart and Eddie, who attend Liberty University as Division I athletes.

Recognition and Awards at Charles Schwab:   Brian was a 15-year member of the Chairman’s Club (top 2 percent); 4-years as a Platinum award recipient (#1 in country); Manager of the Year award, CEO award, and Commander award (Charles Schwab Founder award). He also led the efforts to achieve the distinction of Lead Branch in advised assets.

RJ Maunton, CFP®

Director, Advisory Services

RJ has extensive wealth advisory, financial planning, and trading expertise which benefits Alpha Principle’s partnerships and separately managed accounts. RJ also served as an Advisor for...

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Our Team
Director, Advisory Services

RJ has eight years of experience in wealth advisory, financial planning, and trading which benefits Alpha Principle’s partnerships and separately managed accounts. RJ also served as an Advisor for Advice Period.  Prior to Alpha Principle and Advice Period, RJ was a Senior Financial Advisor & Financial Planning Specialist at Personal Capital where he managed $150 million.

RJ earned his Bachelor of Arts in Business Administration from Principia College where he was a member of the Phi Alpha Eta honor society and received the Helen Summy Woodward Award for having the highest GPA of any business majors in his graduating class. RJ is a CFP® professional and holds the Chartered Financial Consultant designation from The American College of Financial Services. RJ also enjoys snowboarding, playing jazz music, gardening, and reading science fiction.

John Harlan

Operations Manager

John brings decades of experience in starting and operating various businesses to the team. With a deep understanding of the IT requirements across a variety of industries, John’s knowledge of...

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Our Team
Operations Manager

John brings decades of experience in starting and operating various businesses to the team. With a deep understanding of the IT requirements across a variety of industries, John’s knowledge of hardware and software systems is particularly suited to the unique regulatory, security, and privacy requirements of the financial services industry.  John has operated multiple companies in various industries including real estate brokerage and franchise systems. John earned his BA in Computer Applications with a minor in Economics from the University of Colorado at Boulder.  He, his wife Beth, and his children live in Denver, Colorado.

Matt Swendiman, JD, CFA

JD, CFA

Matt serves as Alpha Principle’s General Counsel. He also serves as CEO of Key Bridge Compliance, LLC. Matt began his investment management career in 1996 with a predecessor of Citi Fund Services...

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Our Team
JD, CFA

Matt serves as Alpha Principle’s General Counsel. He also serves as CEO of Key Bridge Compliance, LLC.  Matt began his investment management career in 1996 with a predecessor of Citi Fund Services, where he worked in the legal and compliance department for a large third-party mutual fund administrator.  Thereafter, he served as counsel at Conseco Capital Management, a multi-billion-dollar institutional investment management firm.  In 2002, Matt joined the Phoenix Companies, where he ultimately served as Chief Legal Officer and Secretary for the Phoenix mutual fund complex.  In 2006, he joined Fifth Third Bank, where he served as the Chief Administrative Officer for their institutional investment management business.  He also served as Secretary and Chief Legal Officer to the Fifth Third mutual funds.  Following a stint as COO to a $500 million Cincinnati based investment advisor, Matt founded Graydon Compliance Solutions, LLC, an outsourced compliance consultancy offering services to RIAs across the United States.  Matt is the Chief Executive Officer of Key Bridge Compliance, LLC.  Matt earned his BA in Political Science, as well as his JD, from The Ohio State University.

Jeff Hoag

Member of the Investment Committee

Jeff partners with Alpha Principles as a member of the investment committee. Jeff brings a wealth of investment experience to the team, including options expertise.

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Our Team
Member of the Investment Committee

Jeff partners with Alpha Principles as a member of the investment committee. Jeff brings a wealth of investment experience to the team, including options expertise. Prior to his investment management career, Jeff was Chairman and CEO of Up with People, a complex, global educational organization. At Up with People, he led a financial turnaround and repositioning of the company. Jeff began his career as a design engineer at Rockwell International’s Rocketdyne Division, performing extensive computer modeling of the Space Shuttle main engines. He was a member of the team that launched the first Space Shuttle in 1982. He continued as an Engineer and Program Manager on the Strategic Defense Initiative (“Star Wars”) and other critical national defense programs at APTEK. Jeff has served on Up with People, Carroll College, ACI Electronics, and BBVA Compass Bank Colorado boards. Jeff holds an MBA from Stanford Business School, MS in Mechanical Engineering from M.I.T., and a BS in Mechanical Engineering from the University of Arizona. Jeff was a member of the Young Presidents Organization for over twenty years.

Eli Johnson, CFA

Member of the Investment Committee

Eli supports the Alpha Principle investment committee as a financial analyst. Eli has over 20 years of investment management and capital markets experience...

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Our Team
Member of the Investment Committee

Eli supports the Alpha Principle investment committee as a financial analyst. Eli has over 20 years of investment management and capital markets experience, including trading, risk management, and research. His experience includes both liquid alternative strategies and private markets. Eli is Founder and Managing Partner of EverSky Capital, LLC, a private capital markets firm that provides strategic consulting to select alternative investment managers. Eli graduated Magna Cum Laude with a BS in Finance from the University of Colorado at Boulder, Leeds School of Business. He is a CFA charter holder, a member of the CFA Institute and CFA Society Colorado and holds the Series 7 & 63 registrations with FINRA (finra.org) as a registered representative of Stonehaven, LLC (www.stonehaven-llc.com).

Patrick Gordon

Member of the Investment Committee

Patrick supports the Alpha Principle investment committee as a strategist. For more than 25 years, he has been an investor, executive, an entrepreneur and has been...

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Our Team
Member of the Investment Committee

Patrick supports the Alpha Principle investment committee as a strategist. For more than 25 years, he has been an investor, executive, an entrepreneur and has been instrumental in starting many leading investment firms. He is the founder of Augmentum Capital, a real estate investing firm that utilizes data and analytics to identify compelling investment opportunities. Previously, he was a Founding Advisor to Illumina Ventures, and a Co-Founder and Executive Managing Director of Leader Ventures.  Patrick holds a BA from Harvard University and an MBA from Stanford Business School where he was an Arjay Miller Scholar.

Kara Rainey

Executive Assistant

As an Executive Assistant for Alpha Principle, Kara helps coordinate projects and office management for the Alpha Principle team. Prior to Alpha Principle, Kara first worked in the financial...

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Our Team
Executive Assistant

As an Executive Assistant for Alpha Principle, Kara helps coordinate projects and office management for the Alpha Principle team. Prior to Alpha Principle, Kara first worked in the financial industry at Capital One where she helped coordinate logistics and accounting for the Partnerships and Small Business Department. After moving back to Colorado, she joined Governor Bill Owens’ Office of Innovation and Technology where she managed projects for the State’s Chief Information Officer and Secretary of Technology. Kara was an integral part of internal state projects as well as coordinating large events to welcome technology leaders from around the world to the state of Colorado.

Kara also worked in the education sector serving as a teacher and administrator. Kara, her husband Norton, and their three children support a variety of charities, including ACE Scholarships. In her free time, she enjoys reading and being with her family, friends, and huskies while enjoying all the wonderful outdoor activities Colorado has to offer.

Griffin Bridgers, JD, LLM

Tax and Estate Strategist

Griffin Bridgers, JD, LLM, is a "recovering" tax and estate planning attorney with nearly 15 years of experience assisting high-net worth families and business owners. Now, as a Tax and...

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Our Team
Tax and Estate Strategist

Griffin Bridgers, JD, LLM, is a “recovering” tax and estate planning attorney with nearly 15 years of experience assisting high-net worth families and business owners. Now, as a Tax and Estate Strategist, he assists Alpha Principle’s clients with their legacy, tax, and estate planning needs. This includes assessing the health of an estate or wealth transfer plan, identifying risks and opportunities, and working with a client’s attorneys of choice to implement the client’s desired changes. Recognizing that any tax-saving opportunity has trade-offs, Griffin also works with a client’s tax advisors to create a holistic tax and wealth transfer plan that aligns with the client’s goals, legacy and values.

 

The receipt of a modest family gift in his 20’s allowed Griffin to experience first-hand the impact of wealth, while also allowing him the opportunity to teach himself how to be a steward of that wealth. As a practicing attorney, he observed that the lessons he learned through his experience were often being denied to the next generation through commonly-accepted wealth transfer practices. So, Griffin set out to meet clients and their advisors where they are, to facilitate better estate planning conversations outside of the confines and pressures of the billable hour.

 

Griffin received his B.B.A in Real Estate from the University of Memphis in 2003, his J.D. from Samford University, Cumberland School of Law in 2008, and his LL.M. (Masters of Law) in Taxation from New York University in 2009

Madelyn Hogeland

Client Services Representative

As a client service representative for Alpha Principle, Maddie helps support the advisory team with client relationship building and account maintenance. Maddie has worked as a client...

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Our Team
Client Services Representative

As a client service representative for Alpha Principle, Maddie helps support the advisory team with client relationship building and account maintenance. Maddie has worked as a client service professional in a variety of industries, including insurance, banking, wealth management, tax, and accounting. Between those positions, Maddie has managed a 90-plus client portfolio with assets ranging from $1 million to $100 million.

 

A graduate of Creighton University, Maddie earned her degree in Bachelor of Business Administration – BBA, Financial Management Services and Marketing General. While there she was a part of the Financial Planning Association and helped organize philanthropic events with her sorority, Delta Zeta. In her free time, she enjoys playing volleyball, baking various sweets, and being around friends, family, and her puppy.

Welcome to Alpha Principle

You’ve worked for decades to grow your wealth. It’s time to capitalize.

Welcome to Alpha Principle
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