Annapolis, MD Office

Alden Capital Management serves a broad mix of individual clients (including high‑net‑worth individuals), retirement plans, non‑profit entities, other registered investment advisers, and pooled investment vehicles, managing roughly $1.5 billion in client assets. The firm provides discretionary and non‑discretionary portfolio management, sub‑advisory services, and retirement plan fiduciary support, including 3(21)/3(38) plan services and executive benefits design for small and mid‑sized employers.

Alden emphasizes customized asset allocation and a mix of internally managed strategies, third‑party managers, and model portfolios to meet client objectives, using a proprietary set of Asset Allocation Portfolios and separately managed accounts. Delivery is centered on its Alden COVE platform, which the firm uses to unify household reporting, enable advisor-as‑PM and sub‑advisory structures, and integrate held‑away account management through third‑party technology.

What distinguishes Alden from many peers is its role as a private fund adviser and sponsor — notably managing a private limited partnership focused on financial institutions — and its use of performance‑based fee arrangements and side‑by‑side management for certain strategies. The firm also operates an affiliated broker‑dealer relationship and a platform model that routes sub‑advisory relationships and revenue‑sharing with third‑party managers; these structural arrangements and technology integrations are less common among similarly sized multi‑team advisors.