AlphaCore Capital has seen an increased demand for investment advisory services that include alternatives as a core part of the portfolio allocation.
AlphaCore is an advisory firm focused on helping clients diversify their portfolios by integrating alternative investments alongside traditional investments. In response to the increased demand for this allocation model, the firm has hired Dirk Harris, CFA, CFP.
Harris will join the firm as a senior wealth manager to work closely with family offices, individual investors and investment advisors in building portfolios that feature a core allocation to alternative investments.
“We are thrilled to have Dirk join our team. As we grow it is important for us to add people with a background in financial planning as well as a passion for research,” says CEO Dick Pfister (pictured). “Dirk’s extensive experience in working directly with family offices and advisors make him a critical new addition to our growing team.”
Harris is both a CFA Charterholder and Certified Financial Planner. In previous roles, he has served as the investment officer and portfolio manager for a single-family office in Indianapolis, Indiana as well as a senior financial advisor to high-net worth clients in Baton Rouge, Louisiana.
“As volatility in fixed income increases and uncertainty in the equity market expands, individuals and advisors are looking to diversify their risk. Our experience uniquely qualifies us to assist in this allocation process without the typical conflicts that exist with many alternative investment providers,” says Pfister.