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?
Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary
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