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.

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.


Alexandria’s proprietary venue for attracting exceptional professionals to work with our clients

Alexandria Capital’s Think Brilliant PlatformTM serves up the growing and collaborative abilities of brilliant professionals that are deeply committed to helping preserve and grow your wealth.

ALEXANDRIA CAPITAL IS AN INVESTMENT & WEALTH ADVISORY FIRM SERVING CLIENTS WITH A STRONG CONVICTION THAT OUR CLIENTS COME FIRST IN EVERYTHING WE DO

Since 1987, Alexandria Capital has steadily grown in size and scope, providing our clients with an array of custom investment solutions and personalized “high touch” planning guidance that extends beyond traditional financial advice. Alexandria’s workflow is designed for our clients to benefit from the collective intelligence and experience of a team of exceptional portfolio analysts, managers, tax and wealth planning specialists. Most of these professionals have earned their CFP®, CFA®, CPA®, CPWA® designations and have post graduate degrees from the top business schools around the country.

We have offices in Manhattan, Tarrytown, NY and Washington DC.

EXPERTISE

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.

SUCCESS

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.

CLIENTELE

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.

Professional Wealth Management

We have a team of experienced investment professionals here to serve you.

Our Team

Investment Advisors

Meet Our Team

"Recognized as one of the best independent financial advisors in the country."


Recognitions & Awards