Alpha Cubed Investments Announces Mike Bakos has Joined Alpha Cubed Investments as a Vice President, Investment Advisor Representative
IRVINE, Calif., July 2, 2018 /PRNewswire-iReach/ -- Alpha Cubed Investments, a Registered Investment Advisory specializing in managing investment portfolios for high net worth individuals across the U.S. is pleased to announce that Mike Bakos has joined Alpha Cubed Investments as a Vice President, Investment Advisor Representative.
Mike Bakos has been in the investment industry since 1999. His career started at TD Ameritrade where he excelled in various positions including call center management and then as a top performing Investment Consultant in their San Diego UTC branch. Mike then joined Fidelity Investments San Diego Mission Valley branch in 2007 where he helped his clients develop and maintain strong financial plans. He was responsible for cultivating and retaining approximately $1.2 Billion AUA book of High Net Worth clients at Fidelity. He won their quarterly "Excellence in Action" award 12 times and also was a President's Circle award winner, earning various other accolades from Senior Management as well during his 11 year tenure.
"We are excited to add to our leadership capability in the management of our clients in San Diego and throughout the Southwest generally. Mike Bakos will immediately be an important part of our team helping to deliver dynamic investment solutions, solid portfolio construction along with a focus on planning for a sound long term financial future." Todd Walsh CEO, Alpha Cubed Investments
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 http://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: Christina Walsh, Alpha Cubed Investments, 800-701-2457, [email protected]
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SOURCE Alpha Cubed Investments
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