A complete list of active advisors currently associated with Alexander Randolph Advisory Inc

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Alexander Randolph Advisory, Inc. serves mainly individual and high-net-worth clients as well as a small number of trusts, retirement plans and charitable organizations, providing investment management, wealth management and financial planning services. Its wealth-management work explicitly includes retirement planning, income and estate tax planning and assistance in preparing clients’ personal and trust income tax returns. The firm tailors portfolios to each client through a written investment policy statement that sets objectives, horizon, target asset allocation, risks and constraints, and it manages accounts on both discretionary and non-discretionary bases. Investment decisions are driven by fundamental securities analysis and a preference for no-load mutual funds and low-cost ETFs, with emphasis on minimizing transaction costs and mutual fund operating expenses. Notably, the firm integrates tax-return assistance and tax planning into its advisory offering, a service mix that is less common among supported peers that focus primarily on portfolio management. It also manages roughly $404 million across about 139 client portfolios with a small advisory team, and uses institutional custodial services while aggregating trades to seek consistent execution across client accounts.

To learn more about the advisors currently working at Alexander Randolph Advisory Inc, 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.