Robert Bukowski

About Robert Bukowski

Founded in 1989, Alpha grew from the simple premise that effective financial consultants should be Independent, Objective and Trusted. 30 years later, these same principles remain at the heart of every client relationship and every service we provide. Alpha Investment Consulting Group, LLC is an independent, employee-owned, SEC registered investment consulting firm dedicated exclusively to institutional investment consulting. We have no affiliations with brokerage operations or other service providers, and we have no products to sell. Independence from other lines of business allows us to minimize potential conflicts of interest, and maximize the value we add to our client’s portfolios. Alpha is dedicated to helping our clients meet their investment goals and fiduciary responsibilities. Please contact me and allow us to demonstrate how Alpha can be of value to you. Services Alpha provides investment consulting services for a flat annual retainer fee – 100% of our revenue is derived from client fees. We understand the importance of trust and transparency in this industry. Below is a list of services we provide to clients: • Manager Research & Evaluations• Custodial/Administration Search & Evaluations• Performance Monitoring & Reporting• Investment Policy Development • Fee Negotiations with Vendors• Fee Benchmarking• Fiduciary Standards• Directed Investment Consulting• Model Portfolio Development

Experience

1. Managing Partner

   Alpha Investment Consulting Group, Llc

   Feb 1989 — Present

Education

• Wisconsin School of Business

  BBA

  1976 — 1980

Skills

• Pensions
• 401k
• Fiduciary Services
• Fixed Income
• Alternative Investments
• Portfolio Management
• Investments
• Erisa
• Emerging Markets
• Hedge Funds
• Asset Allocation
• Mutual Funds