Who We Are

Alfred Capital Management is a La Jolla, CA based independent investment management firm that employs an endowment style investment strategy. The firm was founded by Mike and Ryan Alfred to deliver institutional quality investment management combined with superior service, conflict free advice and greater transparency. Our solid track record, reputation for business integrity, superior service and devotion to our investment philosophy has led to the continued growth of our business.

Our Mission

We believe our clients give us something more valuable than their money to manage; they give us their trust and confidence. We take this responsibility seriously and are dedicated to providing uncompromising financial stewardship.

We Will:

Always put your interests first.
Adhere to the highest standards of ethical behavior and fiduciary responsibility.
Accept no compensation that would impair our ability to give unbiased advice.
Communicate candidly with you regarding all aspects of your financial life.
Invest our personal assets in a manner consistent with yours.
Continually educate ourselves regarding financial markets—both past and present.
Keep a long-term perspective.
Employ a team of talented, hardworking and friendly professionals.
Help you set realistic financial goals and instill the discipline to achieve them.
Remain vigilant about minimizing fund expenses, transaction costs, and taxes.