Alfstad Capital is a boutique independent investment management firm specializing in meeting the portfolio needs of institutions and funds actively managed in fixed income portfolios. Launched in 2005, Alfstad Capital’s investment consultants focus on portfolio profitability and growth. We first develop an in-depth knowledge of each client’s market niche, target their goals, and pursue them backed with thirty years of independent investment experience. Integrated with the scientific discipline of portfolio analytics, and capital markets analysis, our management strategy frequently results in total return investing.
The Alfstad independent investment method: Learn everything, forget nothing. We know that the best ...More ideas in independent investing aren’t the newest or the riskiest—they’re the safest. As our team of investment consultants strive to improve your portfolio profitability, we start with protection and independence. This may sound like a fresh approach to some, but it’s not—it’s the way fixed-income investment should be.
We’ll get to know you like we know the fixed income industry. Your community deserves a healthy economy. We’re changing effective fixed-income investment strategy by focusing on our communities. Backed by 30 years of financial wisdom and authority, capital markets analysis, and through our partnership with Commonwealth Financial Network®, Alfstad Capital’s investment consultants’ portfolio analysis will help you invest soundly while helping to protect your assets.
Our iPhone and iPad app Profentia delivers our daily economic outlook. Our team of independent investment experts provide economic insight and capital markets analysis for savvy investors, financial analysts, economists, business owners, and today’s decision-makers. Profentia delivers a market snapshot of today’s economic outlook, while giving analysts an entry point for their own further research.
The key to our success is our people. Guided by professionalism, our investment consultants are moved passionately to meet our clients’ needs, and we are proud of our many accomplishments. Meet our independent investment management team:
Mike Alfstad is an investment manager, finance columnist, and the founder and CEO of Alfstad Capital. After a lengthy career in bond trading and capital market investments, he founded Alfstad Capital to focus his finance acumen on the portfolio needs of financial institutions. He also acts as a consultant, bringing his 30 years of asset/liability risk analysis and cash flow management experience to CEO’s, several banks, and non-profit boards of directors.
Being Norwegian and very conservative, Mike has applied the time-tested investment discipline of Total Return to deep risk analysis versus reward probabilities for over twenty years, always keeping in mind that bond portfolios do well only when they are managed with an eye to the future and the recognition that interest rates are volatile and ever-changing.
A proud University of Washington alum and amateur horseback rider, Mike is proud to enjoy modest success as a vintage race car owner/driver within SOVREN, an organization whose significant proceeds support Seattle Children’s Hospital. He dreams of one day being as good on horseback as he is in the driver’s seat on the race courses across the U.S.
Michiel Telkamp, known as ‘Tele’ by his peers, has 15 years of experience as a broker in fixed-income securities and is currently a Registered Representative of Commonwealth. A former member of the US National Rugby Team, this spirited Dutchman is an avid cyclist and proud father of two.
Ann Wakeman joined Alfstad Capital in 2009, bringing two decades of experience in the fixed-income markets. Ann is integral to trading, operations, marketing and compliance in the firm. She keeps busy chauffeuring her two teenagers and volunteering for the Northwest Adoption Exchange.
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This communication is strictly intended for individuals residing in the states of AZ, CA, ID, KY, NY, OR, UT, WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
Securities and Advisory Services offered through Commonwealth Financial Network®, Member FINRA, SIPC, a Registered Investment Adviser.
Alfstad Capital—Independent Investment Management Firm This communication is strictly intended for individuals residing in the states of AZ, CA, ID, KY, NY, OR, UT, WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
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Economic Insight & Capital Markets Analysis—Profentia Our team of independent investment experts provide economic insight and capital markets analysis for portfolio managers, savvy investors, financial analysts, economists, business leaders, entrepreneurs, and today's decision-makers. This daily market snapshot quickly distills a wide range of current financial ...More
news, while giving analysts an entry point for their own further research.
Our approach to capital markets is a combination of art and science. For the better part of three decades, we have built a process based on sound investment discipline. Our capital markets analysis incorporates an understanding of the richness and complexity of human behavior. These intuitive techniques when integrated with scientific observation provide subscribers with an informed perspective on the workings of the economy and markets.
Stay connected to today’s market outlook with the Profentia —Economic Insight app for your iPhone or iPad, or follow Profentia online.
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Alfstad Capital Securities and Advisory Services offered through Commonwealth Financial Network®, Member www.FINRA.org/www.SIPC.org, a Registered Investment Adviser. Alfstad Capital, LLC, 1420 Fifth Ave, Seattle, WA, 98101. (206)274-5160.
The Alfstad independent investment method: Learn everything, forget nothing. We know that the best ...More