Simpli-FI ALPHA

INVESTMENT STEWARDSHIP, FOR LEGACY BUILDING.

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Why?

We both started this journey separately but with a similar need: to make the most of our time and resources. Coming from humble beginnings, we both learned the hard way how to handle money effectively.

Life was busy for us, with families growing up too fast and parents heading into retirement without much financial security.

We found common ground in the values of God, family, hard work, living within our means, and smart investing. Time wasn't on our side, though.

So, we rolled up our sleeves and got to work. We dove into the stock market, knowing full well its risks and rewards. We spent hours studying, building models, and testing strategies.

Eventually, after seeing solid results across two market cycles, we felt confident enough to manage our parents' investments, with great success.

Once we saw the difference we could make in the lives of our own families, we knew we had to open our doors to anyone looking to make the most of their time and money. That's what we're here for.

Our Story

2009

• Friendship

2023

• First full year of returns with family funds

2025

• RIA Launch

Our Goal

To deliver consistent outsized returns that endure across generations.

Meet The Team

Founder

Colby Ivey

Colby's grandmother used to say, "work ethic is a form of worship". That ethos has led him to be a middle school math teacher/coach, pastor, and Captain/Paramedic. Now, he serves as Managing Partner of Simpli-FI Alpha.

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Colby Ivey and Hunter Lott, Founders of Simpli-FI Alpha

Founder

Hunter Lott

Hunter has a track record of leadership: Captain with the US Marine Corps, financial advisor, and Captain with The Denton Fire Department. He leverages this expertise to steward assets regardless of market trends.

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