About Us

The Insiders Fund

An Alpha Wealth Funds Hedge Fund

Just one world-class fund under general manager, Alpha Wealth Funds, The Insiders Fund follows a straightforward theory. That is, insiders likely know their businesses better than others. Discover more about our strategy here and learn more about our partners below.

harvey sax

Harvey Sax

Partner and Portfolio Manager of The Insiders Fund

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.

Make an appointment with Mr. Sax.

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.

Mr. Thomas is a vital part of the decision process.  Chase brings particular skills to bear in designing complex derivative what-if scenarios using Monte Carlo analysis.

The team also manages two other funds, the Low Volatility Fund and the Alpha Wealth Volatility Fund. Chase is the primary portfolio manager of those two funds, although all ideas are shared in an investment committee-like approach with the free exchange of ideas.

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

Mark Kress

Founder and Portfolio Manager of Alpha Diversified and Chartered Financial Analyst (CFA)

Mark brings decades of portfolio and risk management experience to manage asset allocation and hedge fund portfolios for family offices to maximize risk-adjusted returns.

Since 2013 Mark has consulted with both multi and single-family offices on sourcing alternative investments and portfolio management solutions. In 2018 Mark launched Arden Advisory who manages hedge fund allocations for Family Offices. From 2001-2011 Mark was a Portfolio and Risk Manager for the global team at Guggenheim Investments where he helped manage $1bn in long/short, market neutral, and long-only equity strategies.

Mark holds a BS in Managerial Economics from the University of California at Davis, an MBA from the University of California at Berkeley Haas School of Business and is a Chartered Financial Analyst (CFA).

Michael Torrence

Investment Advisor Representative – Your Fiduciary Financial Planning & Investment Advocate

Michael was born and raised in Ohio and attended The Ohio State University. After college he was commissioned as a 2ndLt in the United States Marine Corps. He attended his initial training in Quantico Virginia, and then graduated at the top of his Primary Aviator Class and was selected for the Strike (Jet) Platform.

Michael wanted a new challenge after flying and chose to pursue the world of finance and investments. He searched for a company that had the morals and integrity he was accustomed to and chose Alpha Wealth Funds. They have the level of character he looks for and offered the rare chance to work hand in hand with three top professionals in the industry. He’s currently being mentored by the firm partners while pursuing the CERTIFIED FINANCIAL PLANNER CFP:registered: designation on top of his licenses.

He’s now a resident of Bountiful, UT and our Client Advisor Advocate. Michael Provides an extra layer of Fiduciary Responsibility and someone for our clients to always ask questions and voice concerns to. He enjoys helping people and relieving the stress that most have when it comes to finance and retirement.

About Us