A complete list of active advisors currently associated with ALG Financial

Warmer can help you find a great advisor at ALG Financial or one who fits your needs even better.

ALG Financial provides comprehensive portfolio management and related financial planning and consulting to individuals as well as a range of institutional clients. Its client types listed in the brochure include government entities and charitable organizations, pension and profit‑sharing plans, trusts, and corporate or other business clients, and services are delivered on an individualized basis. The firm’s investment process combines fundamental, technical, and cyclical analysis and uses a mix of cash management, long‑ and short‑term purchases, and trading strategies; accounts are regularly reviewed and rebalanced to align with each client’s objectives and risk tolerance. ALG implements client portfolios through a fee program of wrapped accounts and, when appropriate, engages third‑party asset managers or independent money managers to execute investment strategies. What is distinctive about ALG Financial for a single‑advisor independent firm is that it sponsors a wrap fee program and expressly serves institutional clients (governmental, pension, and corporate) and other investment advisers, rather than focusing exclusively on retail individuals. The brochure also discloses that representatives may act as insurance agents, the firm uses Charles Schwab & Co. for custody and execution (and receives related services), and it maintains written policies for personal trading and standing letters of authorization.

To learn more about the advisors currently working at ALG Financial, 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.