What's an Alpha Manager and Why Do I Need One?

You've probably heard of an alpha wolf, but what about an alpha manager? This is the kind of financial adviser that everyone planning an estate should be working with.

(Image credit: Ania Tuzel)

Conventional wisdom, common sense and life experience — and maybe chicken farmers, too — tell us, “Don’t put all your eggs in one basket.” It’s an idiom that makes sense, especially in the financial sense, where one bad investment with too much money tied to it can lead to ruin.

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This article was written by and presents the views of our contributing adviser, not the Kiplinger editorial staff. You can check adviser records with the SEC or with FINRA.

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Casey Robinson, CFP
Managing Director - Wealth Planning, Waldron Private Wealth

Casey Robinson is the Managing Director of Wealth Planning at Waldron Private Wealth, a boutique wealth management firm located just outside Pittsburgh. He focuses on simplifying the complexities of wealth for a select group of individuals, families and family offices. Robinson has extensive experience assisting multi-generational families with estate planning strategies, integrating trusts, tax planning and risk management.