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Name of Offeree:Copy No. SUBSCRIPTION BOOKLET INDIVIDUAL INVESTORSAlpha Low Volatility Fund, LP A Utah Limited PartnershipALPHA WEALTH FUNDS, LLC General Partnership Subscription Booklet contains
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Gather all the necessary documents, including identification proof and financial information.
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- Want exposure to low volatility stocks, which tend to have less price fluctuations.
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- Are looking to diversify their investment portfolio and reduce overall risk.
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- Prefer systematic approaches to investment rather than active trading strategies.
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- Are not solely focused on maximizing potential returns but also value capital preservation.
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- Are willing to accept potential lower returns in exchange for reduced volatility.
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Alpha low volatility fund is a type of investment fund that focuses on minimizing the impact of market fluctuations by investing in securities with lower volatility.
Investment firms and fund managers who operate alpha low volatility funds are required to file the necessary documentation with regulatory authorities.
To fill out an alpha low volatility fund, investment firms must provide detailed information about the fund's holdings, performance, and volatility measures.
The purpose of an alpha low volatility fund is to provide investors with stable returns and reduced volatility compared to the broader market.
Information that must be reported on an alpha low volatility fund typically includes fund performance, holdings, risk measures, and compliance with regulatory requirements.
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