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Benefits to Investors: Working with a Placement Agent       

March 20, 2018

Tampa Bay’s landscape is changing, and the city’s financial sector is no exception. Recently, Alpha Advantage Capital, a placement agent firm and third party marketer, opened its doors of unique-investment-opportunities in the city. The company’s founder, John Bolos, shared some benefits, from an investor standpoint, of working with a placement agent like Alpha Advantage Capital.

Investing Time

High net worth individual or not, today’s investors are busy. While investors likely know what they want to invest in, they lack the most valuable resource: time. Few investors have the time to attend a numerous presentations about potential investment opportunities. Whether they are leading meetings of their own or traveling across the world to attend company meetings, most would need a clone in order to pack even one additional meeting into the schedule. Enter Alpha Advantage Capital, where expertise meets opportunity and opportunity is not lost because of insufficient time. Alpha Advantage Capital knows that one of the benefits investors experience from partnering with the firm is getting more time back. “It’s integral for the placement agent to be out there looking for a variety of private equity and hedge fund opportunities for clients.” Alpha Advantage Capital spends time strategically attending presentations and making the right connections between particular clients and particular investment opportunities.

Return on Relationships

In order for opportunities to be fruitful for individual clients, Alpha Advantage Capital must know both the opportunities and its clients well. As such, the firm takes great pride in its deep knowledge of clients: “I know what they like and what they don’t like,” Bolos shared. He’s confident in how he matches investment opportunities with particular clients, and confidence is most certainly a trait clients want in the person guiding significant investment decisions. Trust is also essential, and trusting relationships are the foundation of Alpha Advantage Capital: “I form close relationships with the people I work with and speak with them multiple times throughout the month.” In order to protect both clients’ and Alpha Advantage’s best interests, the firm follows the Know Your Client rule. This ethical requirement in the securities industry enables Alpha Advantage Capital to uncover important, factual information about clients before making any investment recommendations. The firm adheres to a host of regulations, including knowing clients a specific amount of time before investments are made.

Whether you’ve purchased a home or a business, you understand that large investments and transactions take time and both parties must do their due diligence. Through due diligence, Alpha Advantage Capital comes to know exactly what clients want and their specific criteria. Consequently, the firm saves them time by filtering the marketplace’s offerings. Some clients have too much real estate in their portfolio. Other clients are strictly focused on healthcare investments. Yet, others only want tech investment opportunities. Since Alpha Advantage Capital gets the relationship piece right, the firm is able to focus on the right investment opportunities for its clients. At Alpha Advantage Capital, right means striking a balance between clients’ expressed interests and their comfort zone. “I want clients to hover on the edge of comfortable about investment opportunities,” Bolos shared. “It’s where there’s potential for great growth,” he extended. Bolos might have 300+ people in his contacts list, but his intimate knowledge of both his clients and potential investment opportunities means that he might reach out to 20 of them to speak about something like a new hedge fund. Regulations don’t allow targeting of the general public, so no cold calls are made.

Investing to Gain Advantage

Alpha Advantage Capital is excited about all of the economic momentum in Tampa Bay. The firm is thrilled to be a part of Tampa’s entrepreneurial boom and deeply committed to ensuring the area earns its badge as a financial hub. Alpha Advantage Capital’s mix of knowledge and people skills makes it an exemplary placement agent. Given the firm’s work with individual and institutional investors, setting up a time to speak about Alpha Advantage’s offerings is a smart move. Alpha Advantage Capital is ready to work for you and with you so that you realize the full potential of strategically using time, relationships, and unique investment opportunities.


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This post was written by Elevate, Inc.

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