Unique individuals: custom solutions

Your needs, your situation and your goals are as unique as you are. You need a customized investment plan tailored specifically to you. At Alexander Capital, we have extensive experience in assembling the specific resources aimed at achieving your financial goals. We provide access to high quality investment products, personalized portfolio management, individualized asset allocation and alternative investment vehicles, all delivered with the insight and judgment of our seasoned wealth management professionals.

Our decisions are guided by a deep knowledge of your current situation and future plans, and our objective is to pursue the best possible returns while reducing risk. We understand the necessity for highly customized solutions that adapt to your changing needs. We combine our internal expertise with the capabilities of external managers with complementary styles and methodology. We recognize the importance of regular meetings to ensure your wealth management plan remains accurate, and we update the plan accordingly.

In addition to more traditional wealth management solutions, we also offer such specialized services as:

• Transition management. We can diversify a portfolio in low-basis, concentrated positions in a tax efficient manner over a number of years.
• Philanthropic planning. Many high-net-worth individuals need a charitable planning strategy. Using an outside firm, we strive to integrate your financial, tax and estate planning with your philanthropic goals in an effort to boost your tax benefits.
• Trust administration. We can provide access to trust administration, estate settlement, custody and escrow services through our affiliate, CoBiz Trust.
• Private banking. Through our affiliate banks – Colorado Business Bank and Arizona Business Bank – we assist with a full array of credit and depository products with competitive rates and a high level of personal service.

As needed, we also offer strategic relationships with premier legal and accounting firms with the same commitment to personal service you expect from us. We also have access to a complete suite of banking, insurance and financial services through our parent company, CoBiz Financial.