Investing

"Wide diversification is only required when investors do not understand what they are doing." – Warren Buffett

Your Custom Portfolio

Everyone is unique. When it comes to investing, don’t settle for an off-the-shelf computer generated investment recommendation. You deserve an investment portfolio that reflects your values, priorities and lifestyle.

At Alexandria Capital, we’d like to build your portfolio around you.

Let's minimize your taxes:

Tax-smart-investing strategy

Let's lower your cost:

Reduce friction
Transparent pricing

Let’s diversify and manage market volatility:

Research-driven, evidence-based analytics
Beyond ETFs

Let’s do you:

Are you socially conscious?
Do you need to manage your stock option or concentrated position?
Are you worried you might outlive your money?
Do you have charitable inclinations?

Portfolio Checkup

We’ve brought together experienced professionals from various wealth planning and investment disciplines to form a dream team that delivers custom investment solutions and high-touch planning guidance that extends beyond financial advice.

GET STARTED

Investing

"Wide diversification is only required when investors do not understand what they are doing." – Warren Buffett

Your Custom Portfolio

Let's minimize your taxes:

Tax-smart-investing strategy

Let's lower your cost:

Reduce friction

Transparent pricing

Let’s diversify and manage market volatility:

Research-driven, evidence-based analytics

Beyond ETFs

Let’s do you:

Are you socially conscious?

Do you need to manage your stock option or concentrated position?

Are you worried you might outlive your money?

Do you have charitable inclinations?

Portfolio Checkup

When it comes to your investments, you have choices. Choose a true advocate. Reach out to our team.