MenloAlpha = Silicon Valley Intelligence × The Pursuit of Alpha
An independent, fee-only registered investment advisor — built for people who expect excellence from the team managing their money.
Independent. Fee-only. Entirely on your side.
MenloAlpha is an independent, fee-only registered investment advisor rooted in Silicon Valley. We were built for people who are exceptional at what they do — and want the same standard from whoever manages their wealth. No products to sell. No commissions. No jargon. Just clear advice, a disciplined process, and a genuine partnership built around your life, not our sales targets.
Your Advisor
Your portfolio is managed directly by our principal advisor — not handed off to junior analysts or service reps. One person, accountable for every investment decision.
- Registered Investment Advisor (RIA), Ivy League economics graduate, Top MBA — an investment strategist with a rare combination of Wall Street finance and Silicon Valley technology expertise.
- Started on Wall Street in investment banking, building systematic experience in capital markets analysis, valuation modeling, and deal execution.
- In Silicon Valley, managed portfolios of up to $4 billion and led go-to-market strategy and quantitative analysis for multi-billion-dollar product lines at major tech firms.
- This dual background brings the valuation rigor of an investment banker and the industry insight of a tech insider — a unique edge in tech stock research and selection.
Let's start a conversation.
Questions for us? Think we may be a good fit? Reach out — we'd love to hear from you.
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