Alpha PrincipleSM has over 200 years of cumulative experience and delivers a disciplined approach that seeks to protect and increase your Security, Opportunity and Impact—SOI—while giving you a smoother ride.
SECURITY, OPPORTUNITY & IMPACT FOR YOU AND THE LEGACY YOU ARE BUILDING.
Dramatic changes in the financial world require a better approach to private wealth management and investing. You want a team with extensive experience through many market cycles to help you navigate today’s financial world as you pursue security, opportunity, and a positive impact that could last for generations.
FINANCIAL SECURITY, OPPORTUNITY, AND IMPACT
You have worked hard for your money. You have a financial plan in place, but is it the right one? We empower you to have more confidence in your financial decisions through our disciplined approach using modern technology and decades of experience working with high-net-worth families. You have access to our proprietary financial modeling and scenario testing to Age 100.
Many of our clients also ask for advice in the areas of cash flow planning, tax planning, estate planning, risk management and specialized financial projects. Some of our clients use us as an outsourced “family office” or to complement their existing family office. Your existing financial and legal providers are included in our collaborative process.
You want expanded investment opportunities and exclusive advice that can lead to the fulfillment of your financial plan, goals and dreams. We help you pursue this through a disciplined approach that optimizes your returns based on your risk tolerance through our Separately Managed Account. They are designed to reflect your personal values and unique financial objectives.
Alpha Principle has a greater purpose. We desire to help you pursue a positive impact in the world by offering investment accounts tailored to your personal core values.
This is Impact Investing.
How do you and your family want to positively impact the world with your resources? We love partnering with our clients on solving problems through investing and creating a legacy.
Finally, we strive to do our part in giving back to make the world a better place. Alpha Principle contributes to the greater of 10% of our profit or 5% of our gross revenue to noble charities each year.
NEXT GENERATION PLANNING
LEGACY PLANNING CAN HELP YOU LIVE WITH INTENTION.
Family lends us a powerful sense of identity. So, it makes sense that your legacy planning focuses on this area of our life and the financial resources you want to leave to your loved ones. However, the best legacy plans also focus on the here and now – how you have structured your life to make it clear to your family what your values are. The life lessons you have communicated to them. The traditions that will live on for generation after generation.
Our team includes financial coaches, life coaches and educators with over 200 years of experience combined. We bring our decades of experience and passion for serving as we help you achieve your dreams of having a legacy that you and your family are most proud of.
THE ALPHA PRINCIPLE STORY
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 then 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, advising 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. Eric monetized the company to provide his family with financial security. To keep his investment skills sharp, Eric 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 concluded he was destined to manage investments for the rest of his life, which is when 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 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 in early 2022.
Today, our team at Alpha Principle is honored to serve our clients as they seek to grow and protect their financial security, as they also seek to have a positive impact on the world.
IS ALPHA PRINCIPLE A FIT FOR YOU?
IDEAL ALPHA PRINCIPLE CLIENTS
Our clients are high-net-worth individuals, with up to $1 billion. They need an investment strategy that will aim to protect and grow their assets. But more than that, they want to leave an unparalleled legacy in this world.
Our team includes financial advisers who serve affluent entrepreneurs, widows, and senior executives, including CEOs of Fortune 500 companies. We have decades of experience in the areas of private investing, asset allocation, trading, financial modeling, financial planning, family office services, legacy and life coaching as well as educating the “next generation” on financial literacy.
Alpha Principle was founded on the belief that significant wisdom, experience, and creativity are necessary to prosper – now and in the years ahead. Our deepest desire is to serve those who wish to grow and protect their wealth, while also using their wealth to make a positive difference in the world.
Welcome to Alpha Principle – Better investing. Greater purpose.
*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.
Past performance is no guarantee of future results.