Los Gatos, CA Office

Alhambra Investment Management serves individual and high‑net‑worth clients as well as charitable and corporate accounts, offering both discretionary and non‑discretionary investment management and coordinating outsourced financial planning, tax, and estate planning services. Client engagements are governed by a written advisory agreement and are managed using a team approach with dedicated client service and operations support.

The firm employs a top‑down, macroeconomic framework to guide asset allocation, using market‑based economic indicators (yield curves, credit spreads, interest‑rate futures, currency and commodity futures) and momentum/technical analysis to inform a tactical overlay used in its Citadel and Alhambra strategies. Portfolios are customized to client risk tolerances across a range of strategic allocations and include distinct offerings such as quantitatively driven equity strategies, passive multi‑asset portfolios, and allocations that incorporate individual securities, special situations, and alternative assets.

Compared with many peers, Alhambra combines macro‑driven tactical overlays, quantitative equity models, and access to special‑situation and alternative investments within its model lineup, managed by a multi‑person portfolio team supported by a dedicated operations professional and compliance officer. The firm also debits advisory fees directly from client accounts (a limited form of custody under SEC rules), issues a weekly economic and market review to clients, and increases communication frequency when market conditions warrant.