YOU GO AND GET AN ANNUAL CHECK-UP EACH YEAR.... BUT WHEN WAS THE LAST TIME YOU HAD A FISCAL CHECK-UP?
We believe that superior investment outcomes are best achieved through a disciplined, objective, and research driven process of managing return, risk and cost.Portfolio Checkup
IS YOUR FINANCIAL ADVISOR YOUR TRUE ADVOCATE?
Only 3.8% of all advisors are obligated to put your interests ahead of their’s.‡ Alexandria Capital belongs to this exclusive 3.8% group. We are legally mandated by the Securities & Exchange Commission to act as your fiduciary. This means that your interest is of the highest priority and at the core of everything we do.
- Learn how your advisor is paid
- Find out who’s watching your advisor
‡ As of 2011, based on “Study on Investment Advisors and Broker-Dealers” by U.S. Securities & Exchange Commission.
Think Brilliant Platform (TBP)™
Think Brilliant Platform (TBP)TM is Alexandria’s proprietary venue for both organizing and attracting exceptional professionals to work with our clients. To be included in this platform, the investment, tax and wealth planning professional must have a) 25 years or more of industry experience, b) advanced degrees or accreditations, c) impeccable ethics record, and d) either been published, taught at a university or been actively advising clients over the past 20 years.
This concept of fielding a personal “A Team,” comprised of highly ethical, creative, passionate and dedicated investment and financial professionals is probably something most of us at some point in our lives had wished for but simply too difficult to have brought to life, especially in a cost-effective manner that would be affordable for most of us.
Well, for successful and busy professionals, entrepreneurs, trustees of foundations, endowments, and pension plans, look no further. Alexandria’s Think Brilliant PlatformTM serves up both growing and collaborative abilities of brilliant professionals deeply committed to helping preserve and grow your wealth in manner befitting your hard work and inspiration.
ALEXANDRIA CAPITAL IS AN INVESTMENT ADVISORY FIRM SERVING CLIENTS WITH A STRONG CONVICTION THAT OUR CLIENTS COME FIRST IN EVERYTHING WE DO
Since 2010, Alexandria Capital has steadily grown in size and scope, providing our clients with an array of in-house services and personalized attention that extends beyond traditional financial advice.
Alexandria Capital is an SEC-registered investment adviser with offices in Manhattan, Tarrytown, NY and Washington DC. By virtue of being a registered investment adviser, we are legally mandated to be your fiduciary. This means your interest is our highest priority and at the core of everything we do. Our mission of helping successful individuals, families and businesses sort through the complexities of managing their hard-earned assets so you can achieve your life goals.
Alexandria brings ability, organization, purpose and discipline to your financial life to protect and grow your wealth.
Our unique pool of financial experts allow us to provide comprehensive Wealth Management Services, a full suite of 401(k) Plan Solutions, and Investment Management Services all under one roof.
Since 2010, Alexandria’s business has steadily grown in size and scope, providing our clients with an array of in-house services and personalized attention that extend beyond traditional financial advice.
Our clients are successful and passionate people from all walks of life. Whether an à la carte client or an I-WIN™ Solution client, your interest is always at the heart of everything we do for you.
Meet Our Team
Chief Executive Officer
CFP® | Partner | Chief Operating Officer
CFA® | Partner | Senior Portfolio Manager/Advisor
CFA® | CFP® | Partner | Senior Portfolio Manager/Advisor
CFA® | CIO | President of Investment Management & Research
CPWA® | SVP | Portfolio Manager
CPA | CFP® | SVP | Senior Tax & Wealth Advisor
CPA | SVP | Senior Tax & Wealth Advisor
CFA® | CPWA® | Director of Research
CPA | CMA | Corporate Accountant
Manager | Controller
Manager | Operations & Client Services
Associate | Operations
CFP®, EA | Associate | Tax Advisor
"Recognized as one of the best independent financial advisors in the country."