"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.

HT-Alex Icon Invest-01

Let's minimize your taxes:
  • Tax-smart-investing strategy

HT-Alex Icon Invest-02

Let's lower your cost:
  • Reduce friction
  • Transparent pricing

HT-Alex Icon Invest-03

Let’s diversify and manage market volatility:
  • Research-driven, evidence-based analytics
  • Beyond ETFs

HT-Alex Icon Invest-04

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.


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