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In this episode of the RIA Edge Podcast, David Armstrong, editorial director in Informa Connect's Wealth Management Group, sits down with Dick Pfister, founder of AlphaCore Wealth Services, to explore his firm's investment approach that puts alternatives in core of service delivery. Dick discusses his early days bringing alternatives to advisors with his firm Altegris, the origins of AlphaCore, the firm's organic growth journey, and how the sometimes cumbersome alt investment process is integrated into client service.

David and Dick explore:

• AlphaCore's distinctive approach to integrating alternative strategies to provide diversification and risk management at the core of the portfolio
• How it approaches building a dedicated team and scalable technology to support organic growth and acquisitions.
• The reasoning behind getting an investment from Karl Heckenberg's Wealth Capital Constellation
• The firm's seven core values, including no. 1: Do what's best for the customer.
• Practical strategies for achieving organic growth through customer referrals, educational events, business development and leveraging referral networks

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About our guest:

Dick has over 25 years of experience in the wealth advisory and financial services industry with an emphasis on diversifying traditional portfolios with alternative strategies. In 2015, he founded AlphaCore, which has become a leading wealth advisory firm. He serves as CEO of AlphaCore and is a managing member of the Investment Committee. Throughout his career, he has successfully navigated changing market conditions on behalf of hundreds of entrepreneurs and investment professionals.