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The AlphaSystem

Our Exclusive Investment Management for the Market


Whether you realize it or not, every day you seek Alpha. Alpha is defined in many ways: the first letter in the Greek alphabet, the highest ranked value or the brightest star in a constellation. In finance, Alpha is defined as a positive variance against the market. In terms of your investments, if you had positive Alpha, your return was better than the average, index, or what was expected.

At Ken Stern & Associates, we strive to add Alpha to your wealth legacy through our proprietary AlphaSystem, a pro-active three-pronged approach to investment strategy and wealth management. It is designed to help increase your net worth, protect your assets and provide the tools to create your living legacy throughout varying economies and stages of life.

The three integral components are Alpha Wealth, Alpha Protection and Alpha Legacy

Contact us to help you create an AlphaSystem for your investments.