Alexandria Capital is a fiduciary wealth advisory and investment management company. For over a quarter century, we have worked with closely-held businesses, foundations, trusts, HNW individuals and families to preserve and grow their wealth. Our clients trust us for our independent and non-biased advice, rely on us for creative and customized solutions, and expect exceptional client service and professionalism.
Alexandria Capital is registered with the Securities and Exchange Commission as a Registered Investment Adviser. And as such, we are legally mandated to conduct our activities as a “fiduciary,” which is in line with our core organizational value and results in our clients’ interests being at the front and center of everything we do.
We prize creativity, innovation, and problem-solving skillset. We’ve brought together thought leaders from the institutional investment community, deeply experienced tax and estate planning wealth specialists, and business leaders that can deliver global private banking, treasury and credit services.
- Outsourced CIO services
- Investment management
- Custom portfolio management strategies
- Corporate treasury (cash management) services
- Investment analytic services (2nd opinion)
- Private banking services
- Jumbo mortgages
- Credit Services
- Holistic wealth management
- Estate and Legacy Planning
- Business succession strategies
- Executive deferred compensation planning
- 401k and retirement solutions