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Good Advice

3/7/2016 by Alexandria Capital

In today’s climate of one-page financial plans, bargain-basement fund pricing and automated investment tools, you may wonder whether you still need a living, breathing financial adviser. YOU DO.

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    401(k) Plan Check-up

    For plan sponsors

    How does your plan compare with its peers? How about with other plans in the country?

    • Performance
    • Total cost/fees
    • Participation rate
    • Company contribution
    • Number of investment options

    Conduct 401(k) Plan Check-up

      I-WIN™ Solution

      A thorough process that ensures the best minds in the business are applied to your needs every step of the way in a methodical and transparent manner.

      From the initial discovery stage to regular status reviews and every step in between, our team of experts works closely with you to provide unparalleled clarity.

      More about I-WIN™ Solution

      Alexandria acquires TBP

      4/21/2015 by Alexandria Capital

      We’re very pleased to announce the acquisition of TBP Investment Advisors of Purchase, NY. This partnership represents the culmination of months and years of effort in identifying and aggregating the resources which are vital to servicing the growing needs of both firms and its clients.

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