You're paying for custom wealth management. You're getting off-the-shelf. And it's costing you millions.

Get a second opinion on your portfolio

What is AlphaIQ?

AlphaIQ is the proprietary methodology I use to evaluate active equity portfolios.

It analyzes tens of thousands of data points to evaluate a portfolio one position at a time: underlying costs, true factor exposure, structural asset overlaps, and where tax efficiency is being left on the table.

I built this framework for my own institutional clients. The AlphaIQ diagnostic runs your current portfolio through this exact same environment, mapping your holdings against institutional risk and cost benchmarks.

You get the system I manage money with, run against the portfolio you already have.

Why I created AlphaIQ

In my nearly 20 years in this industry, I've watched it shift from building portfolios to scaling products. I built AlphaIQ to find what gets lost in that shift.

Most advisors stopped picking stocks. They scale models. Similar allocations for everyone. Active fees. Passive results. You will never beat the benchmark if you are passively tracking it, and your advisor should know that.

AlphaIQ finds what gets lost when nobody is paying attention.

About

Michael Flatley.

Michael Flatley
19
Years
$3B
Deutsche Bank · Largest US PB book
$1B
Merrill Lynch · Senior Equity PM
Charleston, SC · Serving clients nationally

You work hard for your money. You deserve it working just as hard for you.

What I've found

Hidden costs. Real money.

$1.2M
Performance gap · 4 yrs
Portfolio International equity mutual funds.
Problem High fees, surprise tax bills from the fund's own trading, manager underperformance.
Solution Owning the underlying index stocks directly. Lower fees, more tax control, higher after-tax returns with less risk.
$421K
Positioning gap · 4 yrs
Portfolio All-ETF allocation.
Problem Overlap between funds. Zero active management.
Solution A hand-built version with the same market coverage. Higher returns, lower risk.
$750K
Unmanaged concentration
Portfolio Single stock concentration.
Problem No exit plan. No hedge. Zero advisor guidance to avoid liability.
Solution A strategic plan. Covered call strategy to generate income and reduce the position over time.
The Alpha Gap

You pay an advisor to beat the market.
Not track it.

This is where you're silently capping your wealth.

Alpha is the return your manager adds above a benchmark like the S&P 500. If your portfolio returns the same as the index, your alpha is zero. You are paying active fees for passive results.

Two percentage points of alpha, compounded over a career, is the difference between retiring comfortable and retiring rich. Or between retiring and not.

Most investors never measure it. They look at their returns in isolation and feel fine. The benchmark would have made them more.

Drag the sliders. Use your real numbers.

Your assumptions
Starting balance$1,000,000
Your current portfolio value.
Time horizon35 years
Years until you need to draw down.
Passive return8%
Long-run market average is roughly 8 to 10%.
+ Alpha target+2%
What active management should add above the benchmark.
Passive
$14.79M
+ Alpha
$28.10M
Compound growth
The difference
$13.31M
Either earned for you, or quietly left on the table.

Is your advisor actually keeping up with the market? Would they tell you if they weren't?

AlphaIQ will.

Get your AlphaIQ diagnostic
ETF Quick Audit

Do you have an all-ETF portfolio?

AlphaIQ looks deeper into your funds than traditional advisory software.

Paste your tickers and percentages below. AlphaIQ generates an instant transparency report showing exactly what your ETFs hold underneath, where the same stocks are silently overlapping across multiple funds, and whether you are paying active fees for passive index returns.

Initial diagnostic report delivered within three business days.

✓ Got it. Initial review back within three business days.
How it works

Four steps to the transparency you deserve.

1

Profile.

Tell me about your portfolio and what you want from it. Your goals, your timeline, how you handle risk. Takes five minutes.

Start your profile
2

Upload.

Submit your statements through a secure portal. Any custodian. Any account type.

Encrypted. Private. Magic-link login, no passwords stored.
3

Review.

I run everything through AlphaIQ. Every position. Every fee. Every overlap. Every gap.

4

Verdict.

You get a full diagnostic. What's working. What's not. What it's costing you. What you can do about it.

No asset transfer. No advisor change required. What you do with the information is your call.

Get a second opinion

Want more information or have questions before getting started?

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