AlphaMark Advisors was founded in 1999 as a Registered Investment Advisor and division of VonLehman & Company. We are registered with the United States Securities and Exchange Commission. Our founder, Michael Simon, believed it was possible to create an investment advisory firm that put the clients' interests first. The core of our firm is grounded by that belief. AlphaMark Advisors operates under three unwavering principles:
1) Dedication to our clients that goes far beyond the ordinary.
2) Discipline in our objective, analytical approach.
3) Depth of knowledge of our field, and in the qualifications of our team.
AlphaMark Advisors provides investment advisory services to more than 300 clients; with managed assets over $270 million. The types of accounts that we service include:
- Mutual Fund Investment Advisor
- Profit Sharing
AlphaMark Advisors is employee-owned and has had the same research and portfolio managers since inception.
The AlphaMark equity investment philosophy is grounded by an appreciation of risk. We identify earnings momentum in high quality, high cash flow companies. It is imperative to select only those companies that have a sustainable business model through various economic conditions. A sustainable business model is one that is focused on organic growth supplemented by acquisitions and capital investment. A strong business model creates shareholder wealth as can be measured by the return on equity that a company produces. A company that produces a reliable stream of cash from operating activities can succeed in economically challenging times.
AlphaMark Advisors incorporates a proprietary three-tier cash flow model to identify those companies that can produce reliable cash flow streams and are priced at a level that justifies the growth opportunity. An assessment of secular trends in the markets and the economy will exert some influence on the economic sector weightings of our portfolios. Position sizes of all of our holdings are monitored to ensure that a diversified portfolio is maintained. Disciplined investment decisions are not based on emotional trends sold by Wall Street or the media, rather based on following and adhering to our investment philosophy through all market conditions. For more information on AlphaMark Advisors and its funds, please contact Mike Simon, President via email, MSimon@AlphaMarkAdvisors.com.