Institutional Thinking.
Personal Advice.
AlphaLogic Wealth Management is an independent, fiduciary wealth management firm delivering comprehensive financial planning and institutional-quality investment strategies with a disciplined, client-first approach.
Institutional Thinking.
Personal Advice.
AlphaLogic Wealth Management is an independent, fiduciary wealth management firm delivering comprehensive financial planning and institutional-quality investment strategies with a disciplined, client-first approach.
WHY CHOOSE AlphaLogic
Independent. Disciplined. Transparent.
As an independent Registered Investment Advisor, AlphaLogic is legally and ethically obligated to act in our clients’ best interests. We do not sell products or work on commission — our focus is delivering thoughtful advice aligned with your goals.
Our approach is informed by years of experience working with institutional and professional grade investment strategies. This perspective allows us to bring a level of discipline, access, and risk awareness that is rarely available to individual investors.
We begin every relationship with comprehensive financial planning to ensure that investment decisions align with your goals, cash flow, tax considerations, and long-term objectives.
Clients value our straightforward communication, transparent fee structure, and steady guidance — especially during uncertain markets.
Our Services
Comprehensive Financial Planning
We help clients organize their financial lives around a clear, thoughtful plan. Our planning process integrates goal setting, cash flow analysis, retirement planning, risk management, and estate considerations to create long-term clarity and confidence.
Investment Management
Our portfolios are guided by a disciplined, research-driven process shaped by institutional experience. Strategies may incorporate sophisticated investment approaches typically used by professional investors, applied thoughtfully based on each client’s objectives, time horizon, and tolerance for risk.
Tax-Aware Wealth Strategies
We coordinate investment and planning decisions with tax efficiency in mind. This includes asset location strategies, tax-aware portfolio construction, and collaboration with CPAs and estate attorneys when appropriate — all designed to improve after-tax outcomes over time.
OUR PROCESS
Discovery & Alignment
Understanding what matters most.
We begin with a conversation focused on your goals, priorities, and concerns to ensure our advice aligns with what matters most to you.
Planning & Strategy Design
Using the information gathered, we develop a comprehensive financial plan and investment strategy designed to support your goals while accounting for cash flow, taxes, and long-term sustainability.
Implementation & Coordination
Turning strategy into action.
Once aligned, we implement the agreed-upon strategy and coordinate with other professionals — including CPAs and estate attorneys — to ensure consistency across your financial life.
Ongoing Review & Guidance
Staying disciplined over time.
We provide ongoing monitoring, regular reviews, and proactive guidance to help clients remain focused through changing markets and life events.
WHO WE ARE
AlphaLogic Wealth Management was founded by Robert Funk to provide independent, fiduciary guidance to individuals and families seeking a thoughtful, disciplined approach to managing significant wealth.
Rob brings more than three decades of experience across institutional markets, proprietary trading, and private wealth management. Throughout his career he has worked with individual investors, high-net-worth families, and advisory firms, helping them navigate changing market environments while maintaining a clear focus on long-term financial objectives.
Prior to founding AlphaLogic Wealth Management, Robert spent ten years as a Senior Director at Navellier & Associates, where he worked closely with high-net-worth clients and independent advisors implementing portfolio strategies and providing ongoing investment guidance. Earlier in his career, he held roles at Merrill Lynch and Lehman Brothers and founded a proprietary trading firm that grew to a team of more than twenty professionals.
This diverse background across institutional research, trading, and portfolio management informs AlphaLogic’s investment philosophy today: disciplined portfolio construction, thoughtful risk management, and long-term planning rather than short-term market predictions.
AlphaLogic operates as an independent advisory firm, allowing Rob to work directly with clients across the country through a highly personalized and flexible relationship. Clients receive comprehensive wealth management that integrates investment strategy, risk management, tax awareness, and retirement planning.
The firm’s objective is simple: help clients make informed financial decisions, maintain discipline through market cycles, and align their portfolios with their long-term goals.
OUR PARTNER
As a client of AlphaLogic Wealth Management, you benefit from our partnership with Independent Financial Partners (IFP).
IFP provides a wide range of services including in-house compliance, marketing, technology, and operational support. This partnership gives us access to a nationwide network of financial, legal, and insurance professionals — allowing us to offer personalized solutions supported by institutional-level resources.
Contact Us
- Email: rfunk@alphalogicwealth.com
- Phone: 917-273-2630
- Office: 3030 N. Rocky Point Dr. W., Suite 700, Tampa, FL 33607
Securities offered through IFP Securities, LLC, dba Independent Financial Partners (IFP), member FINRA/SIPC. Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Advisor. IFP and AlphaLogic are not affiliated.
Registration does not imply that the Firm is recommended or approved by the United States government or any regulatory agency. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply any level of skill or training.
IFP may only transact business or render personalized investment advice in those states and international jurisdictions where it is registered, has notice filed, or is otherwise excluded or exempted from registration requirements. The purpose of this website is for information distribution only and should not be construed as an offer to buy or sell securities or to offer investment advice. Past results are no guarantee of future results and no representation is made that a client will or is likely to achieve results that are similar to those described. An investor should consider his or her investment objectives, risks, charges and expenses carefully before investing. Please refer to IFP Advisors LLC ADV Part 2 for additional information and risks.
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The information given herein is taken from sources that IFP Advisors, LLC, dba Independent Financial Partners (IFP), IFP Securities LLC, dba Independent Financial Partners (IFP), and it advisors believe to be reliable, but it is not guaranteed by us as to accuracy or completeness. This is for informational purposes only and in no event should be construed as an offer to sell or solicitation of an offer to buy any securities or products. Please consult your tax and/or legal advisor before implementing any tax and/or legal related strategies mentioned in this publication as IFP does not provide tax and/or legal advice. Opinions expressed are subject to change without notice and do not take into account the particular investment objectives, financial situation, or needs of individual investors.
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Real estate acquisitions, development, and asset management.