Our past shapes our purpose, fueling a future focused on innovation, service, and your success.
The Investment Team’s roots can be traced back more than 40 years when Steve Osterink, Sr. began his career as a financial advisor in 1979, serving clients in West Michigan. Steve Jr. joined the family practice in 2002, eager to learn and grow the business. In their early years together, it became clear to them that independent advisors desperately needed better resources and infrastructure to thrive in the evolving and highly competitive marketplace. This realization became increasingly apparent as regulation, products, and advisor business models began aggressively focusing on fee-based solutions.
Steve Sr. and Steve Jr. were not satisfied with the available third-party money managers, turnkey asset management platforms, and registered investment advisory firms in light of the challenges they faced in their practice. These costly solutions were not branded to their firm, nor were they comprehensive across other functional areas that advisors needed to best serve their clients. After much thought, Steve Jr. dedicated his career to building a better solution. Ultimately, Steve founded Advisory Alpha’s comprehensive advisory platform, and in 2011, he established Advisory Alpha as a Securities and Exchange Commission Registered Investment Advisory firm.
Since 2011, Advisory Alpha has built a diverse and talented team of professionals who are deeply committed to our advisor partners and the clients they serve. Our mission is simple: SERVE ADVISORS, SERVE CLIENTS. We listen, understand, innovate, and create solutions with the goal of empowering our advisor partners to best care for their clients.
Connect With Our Team
If you are interested in learning more about our team and how we can potentially add value to you, please call us at 866-530-1400.