A complete list of active advisors currently associated with Alvarado Management Company

Warmer can help you find a great advisor at Alvarado Management Company or one who fits your needs even better.

Alvarado Management Company (doing business as Tallac Corporation) is a small, state-registered investment adviser that provides discretionary portfolio management to a very limited client base, including individually managed accounts such as retirement accounts and at least one corporate account. The firm manages a modest pool of client assets and evaluates prospective clients for suitability and investor sophistication before establishing accounts. Investment decisions are driven by fundamental analysis, with a primary focus on common stocks and company SEC filings. Accounts are managed on a discretionary basis with daily monitoring, monthly reconciliations, and periodic written performance reports, and the firm advises clients to compare custodian statements to its reports. What distinguishes the firm from many peers is its solo-practitioner structure combined with a mix of percentage-of-assets and performance-based compensation arrangements, with performance fees applied only after prior losses are recovered. The brochure also discloses potential conflicts from personal trading in the same securities as clients and notes that clients retain proxy voting authority.

To learn more about the advisors currently working at Alvarado Management Company, 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.

Name	Location	Years of experience
John Lee	San Francisco, CA	18

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