Arthur T. Doglione

About Arthur T. Doglione

I have been a wealth advisor since 1988, I founded Alpha Fiduciary in 2007 to enable me…

Experience

1. President

   Alpha Fiduciary

   Sep 2006 — Present

   Our experienced and credentialed professionals have personally managed money during the most volatile of times, including the Japanese asset price bubble (ca 1992), the “dot-com” bubble (ca the U.S. housing/derivatives bubble (ca 2008), and the three bear markets that followed these bubble collapses. We understand that the highest value we can bring to you is an intelligent, adaptable investment philosophy and a careful decision methodology to help you reach your financial goals and keep reactive behaviors in check.Our experiences have influenced us to form two core beliefs that guide everything we do:1.The markets are efficient except when they aren’t.2.There are periods of time when securities and entire markets become significantly mispriced.We expect that an astute manager can take advantage of opportunities to enhance returns or reduce risk when markets no longer follow historical norms. In addition, we believe the following:3.Over time, it is more important to prevent large portfolio losses than to maximize near-term gains.4.Inexpensive, passive portfolios often beat the vast majority of actively managed portfolios simply because they cost less.5.Adding certain actively managed asset classes such as managed futures to a portfolio can reduce volatility and drawdowns and may increase portfolio returns over time.Our focused and experienced investment committee works hard to ensure that your portfolio continues to reflect your goals in various investment climates. Most importantly, however, we take the time to understand the complexities of your total financial picture so that we can tailor your portfolio to your individual circumstances, income/growth needs, and legacy planning goals.The right people, thoughtful processes developed and improved with years of experience, and significant investments in technology. This is the value proposition Alpha Fiduciary proudly stands behind…come check us out!

Education

• W. P. Carey School of Business – Arizona State University

  BS

  1984 — 1988

Skills

• Equities
• Retirement
• Bonds
• Strategic Financial Planning
• Developed the Alpha Fiduciary Global Tactical Multi Asset Class Portfolios Tm.
• Investment Advisory
• Etfs
• Investment Management
• Due Diligence
• Hedge Funds
• Investments
• Series 63
• Options
• Asset Allocation
• Mutual Funds
• Risk Management
• Wealth Management
• Fixed Income
• Capital Markets
• Series 7
• Wealth
• Asset Management
• Financial Advisory
• Uniform Combined State Law
• Investment Strategies
• Alternative Investments
• Retirement Planning
• Securities
• Portfolio Management
• Series 65