Alpha Cubed Investments Announces Jeffrey Joseph Has Joined ACI as Senior Vice President of Client Services

IRVINE, Calif., Nov. 30, 2016 /PRNewswire-iReach/ -- Alpha Cubed Investments, a Registered Investment Advisory firm headquartered in California specializing in managing investment portfolios for high net worth individuals is pleased to announce that Jeffrey Joseph has joined Alpha Cubed Investments as Senior Vice President of Client Services. Jeff has worked in the financial services industry for approximately 20 years.

Jeff is responsible for developing and managing high net worth clients and will focus on cultivating relationships with clients based on his numerous years of experience.  Previously, Jeff was a Senior Vice President and Manager for a Private Client Group division which managed high net worth individuals, families, and business owners. 

With his extensive experience in the financial services industry, Jeff will be a contributing factor to the continued growth and success at Alpha Cubed Investments.

"The addition of Jeff Joseph to our team is an exciting addition. His extensive experience in the investment management industry and his skill at helping clients build their financial foundation make for an impressive combination. His depth and breadth of knowledge will provide additional strength to the firm's leadership team as we continue focusing on providing our clients with dynamic investment solutions, sound portfolio construction along with a focus on planning for a sound long term financial future." said Todd Walsh CEO, Portfolio Manager of Alpha Cubed Investments.

Jeff lives in Thousand Oaks, CA with his wife and three young daughters. In his spare time he enjoys hiking, traveling and watching his daughters dance in ballet productions. 

About Alpha Cubed Investments: Alpha Cubed Investments is a Registered Investment Adviser formed through the acquisition and consolidation of firms established back to 1979. We manage assets for high net worth individuals and institutions. Our objective at Alpha Cubed Investments is to protect investor capital through proprietary risk management and generate long-term, outsized investment returns. We offer personalized services to meet each client's financial goals. Alpha Cubed Investments manages a variety of different programs across the risk and return spectrum, including both tactical and more static, "buy and hold" programs. For more information, please visit www.alphacubedinvestments.com.

Services offered through Alpha Cubed Investments, LLC, a Registered Investment Adviser. This brochure is solely for informational purposes. Advisory services are only offered to clients or prospective clients where ACI and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by ACI unless a client service agreement is in place.

Media Contact: Todd Walsh, Alpha Cubed Investments, 800-701-2457,

todd@alphacubedinvestments.com

Media Contact: Christina Walsh, Alpha Cubed Investments, 800-701-2457, CWalsh@AlphaCubedInvestments.com

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SOURCE Alpha Cubed Investments



2016

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Business, Money


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Banking & Financial Services, Personnel Announcements


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