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 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.

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.