The Alhambra fortress in southern Spain dates back to 889, spanning centuries of political and economic turmoil. This ancient citadel remains an enduring symbol of wealth and security. At Alhambra Investments we build portfolios that, like the Alhambra, stand the test of time. Our Fortress Portfolio is your foundation, a reliable strategic investment approach that provides a stronghold for your core assets.
At Alhambra Investments, we believe there is a place for both Strategic (Passive) and Tactical (Active) approaches. With the Fortress Portfolio as a solid foundation, we pursue tactical investments – The Alhambra Portfolio – using quantitative, fundamental and technical methods. We use our modular portfolio construction process to produce custom portfolios, tailored to each client’s specific needs and goals.
Partnering with our clients is an Alhambra imperative. We believe that knowing our clients is the foundation of a strong partnership which often spans decades and multiple generations. Ongoing dialogue is essential to maintaining an appropriate portfolio, one matched to your risk tolerance and current, dynamic circumstances.
Alhambra Investments, founded in 2006, is a registered investment adviser. Our founder, Joe Calhoun envisioned a company dedicated to serving individual investors with honesty, integrity and compelling expertise. Alhambra is a team of highly accomplished investment professionals with over 100 years of combined experience. They have been involved in all aspects of the investment industry including compliance, research, trading and institutional portfolio management. We currently manage over $150 million for individuals, corporations and some charitable foundations.
As your trusted partner, Alhambra adheres to the fiduciary standards of loyalty and prudence. We practice those standards by putting your interests ahead of ours and adhering to the Prudent Man Rule. A common law principle since 1830, the Prudent Man Rule dictates how we approach investing your funds. Fiduciaries must “observe how men of prudence, discretion, and intelligence manage their own affairs” and act accordingly. This fiduciary rule is the highest ethical standard for investment professionals.
We are not brokers of investment products and do not receive commissions. We are compensated by you, our clients, to provide unbiased, conflict-free investment advice. We focus on research and process to produce investment strategies that work.
Alhambra. A fortress against the market storms.