Alco Advisors, Inc.

ALCO Advisors provides investment management, financial planning, and consulting services and also offers related non‑securities support such as bill‑paying and tax‑related assistance. Its brochure describes a broad client mix that includes individuals (including high net worth), pension and profit‑sharing plans, trusts, estates and corporations, and it also indicates relationships with less typical client types for a small adviser, such as banks, insurance companies, state and municipal governments, charitable organizations, sovereign wealth funds and other investment advisers.

The firm constructs customized portfolios principally from mutual funds, ETFs, and debt and equity securities and manages accounts on both discretionary and non‑discretionary bases using long‑ and short‑term strategies as appropriate. Financial planning and consulting are performed through personal interviews and written plans, and the brochure notes clients may engage planning on an hourly or retainer basis in addition to asset‑based management arrangements.

Noteworthy for a firm with relatively modest assets and a small client roster is the explicit provision of portfolio management to both individual and institutional clients and the stated willingness to work with other advisers and institutional entities. The brochure also highlights the combination of advisory work with non‑advisory tax services, the offering of advice on venture capital limited partnerships, and the use of a major custodian platform that provides operational and practice‑management resources not always available to very small firms.