A Letter From Our Founder

Hi there,

My name is Richard Sun, and I'm the Founder of alphaAI Capital. I want to share why this company exists, what we're building, and why I believe it matters.

The gap

There is a fundamental gap in investing. Institutional investors, like hedge funds and endowments, have access to sophisticated, systematic tools for managing risk and adapting to changing market conditions. These tools have been proven over decades to help reduce drawdowns, improve risk-adjusted returns, and keep portfolios disciplined through volatile environments.

Regular investors have none of this. If you use a traditional financial advisor or a roboadvisor, your portfolio is rebalanced on a schedule. It has no awareness of what the market is doing right now. Whether conditions are calm or in freefall, your portfolio follows the same rules.

I saw this gap firsthand. I spent the early part of my career in institutional finance, first as an investment banker at Barclays working on large-scale acquisitions, then at a hedge fund in San Francisco working directly with systematic investment strategies and risk management. The tools I saw institutions using were powerful, well-tested, and effective. They were also completely inaccessible to anyone who wasn't already wealthy.

I founded alphaAI Capital to close that gap.

Why regime detection is at the center of what we do

The single most important problem in portfolio management is knowing what kind of market you're in right now. Is it calm or stormy? Growing or declining? Stable or about to shift?

Most portfolios ignore this question entirely. They hold the same positions whether the market is in a steady uptrend or on the edge of a crash. That's like dressing the same way regardless of the weather.

I focused alphaAI's research on this problem: detecting market regime changes quickly and accurately, then acting on them systematically. Our system continuously monitors hundreds of market signals through an ensemble of machine learning models. When conditions shift, our strategies adapt, whether that means reducing exposure, activating hedges, or returning to full positioning as conditions normalize.

This isn't a side feature. It's the foundation of everything we build. Every strategy we offer is designed around this capability. For more on how it works, see Our Technology. For the research behind our risk detection signal, see our white paper: Market Risk Detection: AI vs. Hidden Markov Models.

What makes alphaAI different

Most investment platforms automate the basics: rebalancing, dividend reinvestment, tax-loss harvesting. These are useful but they don't address the hardest part of portfolio management: knowing when to be aggressive and when to be defensive.

alphaAI automates the hard part. Our strategies don't just rebalance on a schedule. They detect changes in market conditions and respond, adjusting exposure and risk positioning based on what our models observe in real time. This is the kind of capability that was previously reserved for institutional investors.

The experience is fully automated. You select a strategy, fund your account, and the system handles everything: portfolio construction, ongoing monitoring, risk management, and rebalancing. You can see exactly what the strategy is doing and why. No black boxes, no discretionary calls, no emotion.

For more on the principles that guide how we build and evaluate our strategies, see Our Investment Philosophy.

Where we're going

alphaAI Capital is an SEC-registered investment adviser serving thousands of investors across the United States. We continue to invest heavily in research and development, regularly evaluating and improving our models and benchmarking them against industry-standard approaches.

We're also building Portfolio Lab, a platform that will let investors design, simulate, and deploy their own systematic strategies using the same tools that power alphaAI. Our goal is to put institutional-grade investment technology in the hands of every investor, not just as a managed service, but as a toolkit.

Thank you for taking the time to learn about alphaAI. If our approach resonates with you, I invite you to explore the platform and decide whether it fits your investment goals.

Richard Sun, Founder & CEO @ alphaAI