An advisory focused on
life settlements and private markets.

Sourced, underwritten, and structured in-house for investors seeking depth in alternatives, not just access.

Advisory

Sourced. Underwritten. Structured.

Alpha LS Advisors is a specialist alternative investment advisory focused on life settlements and curated private market opportunities. We source, evaluate, and structure differentiated opportunities.

Sourcing & Origination

Direct access to opportunities not broadly marketed. Sourced through long-standing relationships across alternative investment markets.

Underwriting & Diligence

Thorough underwriting on every position. AI analysis combined with medical and investment expertise.

Structuring & Portfolio Construction

Dedicated investment vehicles designed around each investor's mandate. End-to-end structuring and ongoing portfolio oversight.

Life Settlements

What is a life settlement?

A life settlement is the purchase of an existing US life insurance policy from the original policyholder. The buyer acquires the policy at a discount to face value, assumes future premium payments, and collects the full death benefit at policy maturity.

Non-Correlated Returns

Performance driven by actuarial outcomes. Not equities, not interest rates, not economic cycles.

Contractual Payouts

Every policy has a defined face value. The return is built into the structure, not dependent on market timing.

Portfolio Stability

Life settlements have historically performed through recessions, rate hikes, and periods of volatility.

True Diversification

A fundamentally different return driver that reduces overall portfolio risk without sacrificing yield.

Approach

Returns are determined
at acquisition.

Underwriting is where returns are made or lost. Every life settlement policy moves through a disciplined, multi-layer review before Alpha commits capital.

01

Medical Record Review

AI-structured analysis of medical records, validated by in-house physicians. Hundreds of pages condensed to a clean clinical summary.

02

LE Analysis & Valuation

Multiple life expectancy opinions triangulated from our platform, physicians, and independent providers. Pricing set to target return thresholds.

03

Portfolio Stress Testing

Cash flows modeled across longevity scenarios. Returns stress-tested if insureds outlive their estimates.

Private Markets

Direct access to high-growth
private companies.

Pre-IPO equity in category-leading private companies. Late-stage technology and growth businesses sourced through specialized private market networks. Complementing the firm's income-focused life settlement strategies with exposure to long-term private market growth.

Late-Stage Growth

Exposure during the highest-growth period of late-stage private companies, before public listing.

Selective Access

Late-stage positions aren't broadly distributed. Access requires direct relationships with deal participants.

Sourcing Network

Alpha maintains active relationships with sellers and buyers across the private market.

Leadership

Robert Gold

President

Andrew Friis

Vice President

Ryan Gold

Senior Advisor

Contact

Get in
touch.

Alpha works selectively with family offices, RIAs, and institutional investors building exposure to life settlements and private market opportunities.