Give Your Clients Access to What Most Portfolios Are Missing
Alpha Summit delivers institutional-quality alternative investments and options-based strategies — built specifically for RIAs who want to differentiate their practice and deliver outcomes beyond stocks and bonds.
Your Clients Deserve a Truly Diversified Portfolio
The traditional 60/40 portfolio no longer delivers the outcomes clients expect. Top-tier RIAs are differentiating by expanding beyond public markets — but access to institutional-quality alternatives has always been the barrier.
Client Retention Pressure
High-net-worth clients are increasingly sophisticated and expecting more than index funds. Differentiated offerings build deeper, stickier relationships.
Correlation Risk
When equities fall, most portfolios fall with them. True alternatives — private credit, sports franchises, options overlays — provide genuine diversification.
Access to Institutional Quality
Alpha Summit gives your practice access to strategies previously available only to endowments, family offices, and institutional investors.
"We serve a select group of institutional clients, including Registered Investment Advisors, family offices, and endowments, who seek stability, innovation, and efficiency in their portfolios."Alpha Summit — Our Philosophy
Two Tracks. One Unified Vision.
Alpha Summit offers two complementary solution families — alternative private market access through Alpha Summit Funds, and options-based separately managed accounts through Alpha Summit Investments. Available directly or through Schwab Marketplace.
Goal Line Growth Fund
Access sports franchises, real estate, and technology through a multi-manager, multi-strategy private equity structure. Designed for investors seeking long-term growth with low correlation to public markets.
Long-Short Fund
A quantitative methodology that profits from both rising and falling stock prices. Employs a 130% long / 30% short construction to provide a hedge against market swings with reduced correlation and volatility.
Capital Opportunity Fund
A diversified portfolio of late-stage, highly scalable companies through direct, syndicated investments in private markets. Fund I is closed — contact us for information on future vintages.
Dynamic Alpha Growth
Targets high-momentum Nasdaq 100 companies with a covered call overlay to deliver enhanced total returns. For investors seeking technology growth exposure with an income component.
Dynamic Alpha Value
16 blue-chip Dow components selected for dividend yield, high momentum, and attractive valuations — with a monthly covered call overlay for reliable income and long-term upside.
Dynamic Disruptors 20
20 global innovation leaders from the Nasdaq 100 — reshaping industries across IT, Communication Services, Consumer Discretionary, and Health Care. Rebalanced quarterly.
Dynamic Buyback Achievers
16 companies with a proven track record of share repurchases (5%+ reduction in prior 12 months) from the Nasdaq U.S. Buyback Achievers Index, plus a covered call income overlay.
Dynamic Global Equity
Broad global exposure across domestic large-cap, small/mid-cap, international, and emerging markets via ETFs — combined with a monthly covered call overlay and quarterly rebalancing.
Available on Schwab Marketplace
All Alpha Summit Investments SMAs are accessible through Schwab Marketplace for simplified implementation.
Ask About AccessSports as an Asset Class — The Opportunity RIAs Can't Ignore
Sports franchises have emerged as one of the most compelling alternative asset classes of the past decade — delivering returns largely uncorrelated to public markets, with media rights, real estate, and technology as embedded growth drivers.
Multi-Manager Structure
Access a diversified basket of sports, real estate, and technology co-investments through a single fund vehicle.
Low Correlation to Public Markets
Sports franchise valuations are driven by media rights, sponsorships, and league expansion — not the S&P 500.
Institutional Access for Your Clients
Investments previously available only to ultra-high-net-worth and family offices — now available through your practice.
Watch. Learn. Decide.
Invest in the Business of Sports with the Goal Line Growth Fund
A fast overview of the Goal Line Growth Fund and the sports investing opportunity.
Alpha Summit Intro: Goal Line Growth Fund
Quick brand intro and overview of the fund's strategy and thesis.
The Evolution of Sports as an Asset Class
How and why sports franchises have become a compelling institutional investment category.
Built on Alignment. Backed by Experience.
SEC-Registered
SteelPeak Wealth, LLC is a registered investment adviser. Alpha Summit is SteelPeak's institutional distribution brand.
Founder-Owned & Aligned
Independently owned by its founders and partners. We invest alongside our clients in the strategies we offer — your outcomes are our outcomes.
Schwab Marketplace
Alpha Summit Investments SMAs are available through Schwab Marketplace — simple implementation for RIAs already on the Schwab platform.
RIA-First Model
We serve RIAs, family offices, and endowments exclusively. Our model, minimums, and support are designed around your practice — not retail.
Thought Leadership for Forward-Looking Advisors
How RIAs Are Bringing the Business of Sports Into Client Portfolios
Discover the Goal Line Growth Fund, a multi-manager, multi-strategy private equity fund offering access to sports franchises, technology, media, and adjacent opportunities.
Read MoreReflections from Schwab IMPACT 2025: How RIAs Are Redefining Alpha
The Alpha Summit team spent time in Denver for Schwab IMPACT 2025, one of the most influential gatherings for the RIA community. Key takeaways inside.
Read MoreManaging Concentrated Stock Positions with Options: Protecting and Unlocking Wealth
For investors with significant wealth tied up in a single stock, concentrated positions can leave you vulnerable. Options strategies can help protect and unlock that value.
Read MoreReady to Explore What Alpha Summit Can Do for Your Practice?
Schedule a discovery call with our team. We'll walk through how other advisors are using Alpha Summit strategies, which solutions fit your client base, and how to get started — with no obligation.
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SteelPeak Wealth, LLC ("SteelPeak", d/b/a SteelPeak Sports and Alpha Summit Investments), an SEC-registered investment adviser located in California, along with SteelPeak Alternative Solutions, LLC (d/b/a Alpha Summit Funds), is providing this information for informational purposes only. There is no guarantee that any views, projections and/or opinions expressed herein will come to pass. Investing in alternatives involves the potential for gains and the risk of loss. Information presented herein is subject to change without notice and should not be relied upon as the sole basis for any investment decision. Past performance is not indicative of future results, and no representation is being made that any investment will or is likely to achieve profits or losses similar to those shown. All investments involve risk, including the potential loss of principal.
Alternative investments are intended for qualified investors only. Investing in alternative investment funds involves substantial risk. Before you invest in alternative investments, you should consider your overall financial situation, how much money you have to invest, your need for liquidity, your tolerance for risk, and you should read carefully the private placement memorandums and/or other disclosures for each investment.
This page may contain forward-looking statements subject to risks, uncertainties and assumptions. Any reference to a market index is included for illustrative purposes only. SteelPeak and its affiliates may earn compensation from providing services or products to clients, including but not limited to management fees, performance-based fees, commissions, referral fees, and other forms of direct or indirect compensation. Clients should carefully review SteelPeak's Form ADV Part 2A for a complete description of all fees, compensation arrangements, and conflicts of interest.
For more information: Form ADV 2A | Additional Disclosures | Privacy Policy