JENKINTOWN, PA – Alden Investment Group, a leading independent firm with a full-service broker-dealer and registered investment adviser, announced today that it will be joined by Kings Management Company, a leading boutique financial firm based in Bellmawr, New Jersey.
Bill Small founded Kings Management Company in 1977, and his daughter, Kathie Schroeder, later joined in 1993. The firm provides comprehensive financial planning and investment services to clients that are considered family. Small and Schroeder work with new and long-term clients, advising four generations of families in many cases.
Kings Management Company’s decision to join Alden Investment Group came after evaluating dozens of other broker-dealers. The decision was based on the Alden Investment Group’s quality of management and staff, knowledge level and fit within the organization.
We are thankful they chose us as their broker-dealer affiliate, as well as partnered with our investment advisor, said John Mulqueen, Alden’s Chief Operating Officer. We believe Kings and Alden have a good philosophical and strategic alignment, and we look forward to supporting Bill and Kathie’s efforts to help Kings’ clients achieve their investment goals.
By joining a like-minded organization with a breadth of capabilities, Kings Management Company will be able to expand client offerings and ensure continuity of service. Alden Investment Group will benefit from Kings Management Company’s over 30 years’ experience in advising and assisting clients in accumulation, conservation and distribution of wealth.
About Kings Management Company
Kings Management Company is a full-service financial firm with over 40 years’ experience providing financial planning, investment advice, and consulting services to the owners of closely held businesses and to families and individuals. Their advisory services include 3rd party administration of retirement plans, including pension plans, profit-sharing plan, and 401K type plans, an independent RIA firm, Risk Management Advisory Services, Inc. (RMAS), insurance planning services, estate planning, and other business consulting services. The team is comprised of Bill Small and his daughter Kathie Schroeder. The firm is based in Bellmawr, New Jersey.
About Alden Investment Group
Founded in 1995, Alden Investment Group is an independent firm with a full-service broker-dealer and registered investment adviser. The firm offers a large and diverse menu of services including individual account management, institutional research, investment banking, private placement offerings, wholesaling services, retirement plans, equity trading, fixed income trading, and options trading, among other broker-dealer and RIA capabilities. The firm has 45 advisors spread across 14 districts and states, including most recently Puerto Rico. The firm has the ability to work with advisors who wish to be fully-integrated to an RIA and broker-dealer, or in a hybrid format accessing only the entities they require. The firm offers a robust platform for its advisors built around competitive payouts, with access to unique investment products and a best-in-class compliance program.