Private Client Group
Alden Investment Group’s advisors have decades of experience providing investment advisory, financial planning, asset management services, and securities brokerage to private clients with a wide variety of investment needs, goals and means.
Financial Planning Services
The investment landscape is rapidly evolving; advisors and firms need to invest client assets intelligently. This includes investing in traditional asset classes while embracing new ones, including alternatives, real estate and private offerings. Our asset manager backgrounds, and money manager experience, enable us to find, evaluate, and make available attractive niche funds and strategies that can add significant value to client portfolios.
Traditional equity and debt strategies are available through separate accounts, including low cost asset allocation and actively managed strategies. Our full-service broker/dealer offers limited partnerships, equity and debt real estate investments, and alternative funds in addition to capital raises for business combinations and investments.
Wealth Advisory Services
Our wealthy advisor team members have worked at independent firms, small-and-medium sized financial firms, and Wall Street firms, each of which have their own characteristics and service offerings.
We pride ourselves on being independent and unbiased while still having perspective regarding the pros and cons of the entire advisory and broker/dealer landscape.
As an independent firm, we have the ability to select investments from anywhere in the investment universe, unlike many other small and large firms, whose investment offerings are limited by either investment company, fund family, or asset class.
Family Office Services
Our approach to your goals and objectives is reflective of your personal needs, circumstances and aspirations. We will tailor your investment allocation, client service, and support to your preferred comfort level.
We pride ourselves on helping our clients improve their overall investment performance, financial management, estate planning and knowledge about their money, so they can provide for their family needs, future plans, and philanthropic desires. Please click here to view our list of Advisor Teams.