A complete list of active advisors currently associated with Alexander Investment Services Co.
Warmer can help you find a great advisor at Alexander Investment Services Co. or one who fits your needs even better.
Alexander Investment Services Company provides personalized investment advisory and portfolio management to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, charitable organizations, and small professional businesses. The firm also offers retirement plan administration and, through its FINRA‑registered broker‑dealer arm and registered representatives, distributes brokerage products, variable and life insurance contracts, and other retail securities products. The firm documents client objectives and suitability in written advisory agreements and uses a mix of fundamental, technical and model‑driven analysis to construct and monitor portfolios, with periodic reviews recommended at least annually. The brochure describes many client relationships as structured so clients retain custody and proxy voting rights; trading authorization for rebalancing or active management is provided only when clients elect that service. Relative to peers, AIS combines dual RIA and broker‑dealer operations and maintains personnel qualified to transact and supervise municipal fund activities, with broker‑dealer activity and municipal registrations supporting sales of insurance and municipal‑fund products alongside fee‑based advisory accounts. The firm also discloses principals’ outside accounting and insurance business activities and offers third‑party retirement plan TPA and ERISA 3(21)/3(38) fiduciary services, features that are less common among similarly sized advisor teams.
To learn more about the advisors currently working at Alexander Investment Services Co., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
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