At Alhambra Investments, matching your personal risk tolerance with an appropriate portfolio is our primary goal. Achieving this goal requires that we understand your personal investment history, your knowledge of financial markets and your investment personality.

Only after this discovery process is complete can we construct a matching portfolio. This portfolio will likely utilize several of the portfolios you will find on the Strategic and Tactical pages of this website. Think of these Strategic and Tactical elements as building blocks from which we construct a unique portfolio based on your profile. In addition to utilizing these building blocks, we also analyze your current holdings and consider the tax consequences of implementing our preferred approach.  Lastly, we may, if indicated by your profile, decide to implement an appropriate hedging strategy for the underlying portfolio.

Fee Schedule