The Investment Team's roots can be traced back nearly forty years. In 2011, this team was established as Advisory Alpha, a Securities and Exchange Commission (SEC) Registered Investment Advisory firm. Advisory Alpha partners with select financial advisory firms and manages thousands of investment accounts for clients across the country. The Investment Team is led by Steve Osterink Jr. CFA®, CFP®, AIF® and Steve Osterink Sr.
The global association of investment professionals that sets the standard for professional excellence in financial analysis.
The West Michigan member society of the CFA Institute®, which connects members to a global network of investment professionals.
A non-profit organization fostering professional standards in personal financial planning through it's setting and enforcement of the education, examination, experience, ethics and other requirements for CFP® certification.
The largest membership organization for personal financial planning experts in the United States.
Promotes a culture of investment fiduciary responsibility through education, technology, knowledge, support, and leadership to improve fiduciary decision making.