Why Us

Our Story

We know you have choices

Our organizational design and services offering reflect our mission to stand out from the crowd.

Fiduciary Culture:  Only 3.8% of all advisors are legally obligated to put your interests ahead of their’s.  Alexandria Capital belongs to this exclusive 3.8% group. This means that your interest is of the highest priority and at the core of everything we do.

Exceptional Advice and Value:  Think Brilliant Platform (TBP)TM brings together a collection of exceptional investment and financial professionals to exclusively serve you.  Collaboratively, they bring deep and diverse experience, offer creativity, and design tailored solutions unique to your circumstances.  You would pay us no more than you would a broker, but instead have a team of exceptional fiduciaries working on your behalf.

Evidence of Success:  History is the most tangible evidence of success. We have been serving clients for over 30 years with the same fiduciary mindset.  Today, we advise several hundreds of families and businesses with growing and preserving wealth.

 
“The conversation between CLIENT & ADVISOR is the heart of Alexandria and all that it does must be borne of and nourish that relationship.” –Augustine S.C. Hong

INDEPENDENCT FIDUCIARY

Objectivity is the hallmark of our service and advice. When selecting an investment or wealth adviser, you need to have confidence that he or she is independent from the influences of third party finical institutions. We are a fiduciary adviser, putting your interest ahead of all else.

OUR BEST THINKING

To give you direct access to our best thinking, we’ve structured our business around centralized research, tax and financial planning and investment management that you can experience with total transparency. Our clients control and shape the workflow and access points.

CUSTOMIZED PORTFOLIOS

Your particular circumstances guide the way we manage your money, as we tailor portfolios to your goals, income needs, tax situation and tolerance for risk. We pay attention to your details while you fully benefit from our collective intelligence and experience.

TAX-SENSITIVE INVESTING

Keep more of what you earn. We leverage the expertise of our in-house tax professionals who review financial and investment decisions in the context of how they affect your personal after-tax performance. Our analyses are tailored to your situations.

A LEGACY OF TRUST

Our commitment to you. For over a quarter century, Alexandria has built a proud tradition of integrity, trust and financial excellence. When you entrust Alexandria to serve as your investment or wealth adviser, you become part of our family and success.

PEOPLE & RELATIONSHIPS

Our advisers typically hold one or more of these credentials: Certified Financial Planner (CFP®), Chartered Financial Analyst (CFA®), Certified Public Accountant (CPA), Personal Financial Specialist (PFS) and Accredited Investment Fiduciary (AIF®).

Founded in 1987


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