Harvey Sax

General Partner and Portfolio Manager

Harvey Sax worked in sales and investment banking at Bear Stearns, Paine Webber, and Oppenheimer Co. In addition to his financial acumen, Sax is recognized as a pioneer in the technology field. He started one of the first internet companies in 1994, bringing HomeCom Communications public in 1997 through a fully underwritten offering with Ladenburg Thallman. HomeCom is credited for the first web presence of numerous Fortune 100 companies. Mr. Sax has been managing The Insiders Fund, LP since 2010. Having sat at most seats at the investment table, Mr. Sax’s view is uniquely shaped by his 360 degree perspective.

Mr. Sax holds a B.A. from Emory University and a Masters of Security Analysis and Portfolio Management (MSAPM) Creighton University.

Chase Thomas

Partner and Certified Financial Planner

Chase’s mission statement “In order to enable my family and friends to live the life of their dreams, we will use our intellect and steadfastness to create financial freedom as their trusted advisor for life.”

Chase Thomas has been trading stock for the past 20 years. Chase began his career in the financial industry at Fidelity Investments. After three years as a Retirement Relationship Manager, overseeing a half billion of 401(k) assets, Chase achieved his Certified Financial Planner mark and went independent.

Chase now personally manages over fifteen million in discretionary assets, specializing in options and hedging strategies.

A Utah native from Park City and BYU graduate, Chase enjoys skiing, trail running, rock climbing, and the arts with his wife and son.

Accountant

Akram & Associates
201 Shannon Oaks Circle
Suite 200
Cary, NC 27511
919.654.6900
aifundservices.com

Administrator

Fund Associates, LLC
1230 Peachtree Street NE
Suite 2445
Atlanta, GA 30309
404.607.6945
555.555.1212
fundassociates.com

General Partner

Alpha Wealth Funds aka HSAX & CO., LLC is the General Partner for The Insiders Fund, LP formerly known as Sax Angle Partners, LP
1887 Gold Dust Lane
Suite 203a
Park City, UT 84060
435-658-1934

Legal Counsel

The Investment Law Group
1230 Peachtree Street NE
Suite 2445
Atlanta, GA 30309
404.607.6940
investmentlawgroup.com

Let The Insiders Fund work for you

Let The Insiders Fund work for you

INVEST TODAY