Eric Koeplin is a trailblazer in the intersection of finance and ethical investment, serving as the visionary founder and CEO of Alpha Principle. With a foundation as an Eagle Scout and a strong educational background from the Leeds School of Business, Koeplin distinguished himself in the financial world as President of The Milestone Group. He now continues his journey to redefine investment strategies with societal impact at Alpha Principle. Recognized by Barron’s and The Wall Street Journal for his innovative approach, Koeplin’s career is a testament to his unwavering commitment to blending financial success with positive social change. An outdoor enthusiast, he draws inspiration from nature, applying lessons from the wilderness to the complexities of finance, advocating for ethical investing practices that pave the way for a better tomorrow.

How did you get started in this business?

I started in the finance industry fueled by a passion for making a difference through ethical investing. My journey began with foundational roles at AdvicePeriod and The Milestone Group, where I honed my skills and understanding of the financial landscape, eventually leading to the creation of Alpha Principle, a platform dedicated to combining financial success with positive societal impact.

How do you make money?

At Alpha Principle, we generate revenue through a transparent fee structure for our investment management and advisory services. Our focus is on delivering value to our clients by aligning their investment portfolios with their good values and financial goals, ensuring a win-win scenario that also contributes positively to society.

What is one marketing strategy that works well to generate new business?

Educational content and thought leadership have been effective strategies for us. By sharing insights on ethical investing and demonstrating our expertise and success stories, we’ve been able to attract clients who are aligned with our values and looking for financial strategies that reflect their own commitment to positive social impact.

What is the toughest decision you’ve had to make in the last few months?

Navigating the challenges posed by global economic uncertainties has required making tough decisions, particularly around portfolio adjustments and strategic planning to ensure our clients’ investments remain resilient and aligned with their ethical standards.

What do you think makes you successful?

I believe my success stems from a relentless commitment to my values, a passion for innovation in finance, and a dedication to serving our clients’ best interests. The fusion of these elements, coupled with a focus on ethical investing, has been central to my approach.

What has been your most satisfying moment in business?

Seeing the positive impact of our investments on both our clients’ financial goals and broader societal challenges has been deeply satisfying. Witnessing strong performance combined with tangible results from our commitment to ethical investing reinforces my commitment to our mission.

What does the future hold for your business?

The future for Alpha Principle is bright, with plans to expand our reach, innovate our investment strategies further, and continue to lead in the ethical investing space, making a greater impact on society.

What advice would you give to your younger self?

I’d advise my younger self to embrace every challenge as an opportunity to learn and grow. I’d stress the importance of staying true to your values, no matter the external pressures or trends.

Are you willing to be a mentor?

Absolutely. I’m passionate about sharing my experiences and insights to inspire and guide the next generation of ethical investors and financial professionals, helping them navigate the complexities of the industry while upholding their commitment to making a positive impact.

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