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All Articles by Peter Eickelberg

Peter Eickelberg

About Peter Eickelberg

Peter Eickelberg currently serves as a Managing Director and Chief Compliance Officer of Alpha Fiduciary, a $600 million+ investment advisor based in Phoenix, AZ. Prior to this position, he led the investment department for a large cross-border wealth management firm that specialized in Canadian migrants, and before that he was a broker with a highly-ranked national discount brokerage firm. This varied background has given Peter a broad perspective on private wealth management.

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Financial Advisors Biases

Understanding your Financial Advisor’s Biases

Bias is Bias, for You and for Them The past several decades have produced countless articles on the topic of “behavioral finance.” But what exactly is behavioral finance? This little-known field examines how people make decisions with their money. It identifies things like patterns of incorrect thinking and predictable mistakes. Most authors writing about behavioral […]


tax-efficient portfolio investing client

Tax-Efficient Portfolio Management: Tips and Tricks for Investors

Fiduciaries must also offer a careful review of the probable tax impact of any investment strategy — without a tax-efficient focus, their work remains incomplete.


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