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Personalized Risk Management & Liquidity Solutions
Alexander Capital Advisors works closely with your tax, legal, and investment counsel to ensure seamless execution and strategies tailored to your exacting specifications. We offer highly customized risk management and liquidity solutions for private and corporate clients. The following solutions are provided for informational purposes -- talk with us directly about your specific needs.
Portfolio Hedging and Stock Liquidity
Many individuals, especially insiders, find themselves holding concentrated positions that represent the bulk of their wealth. We offer protection, liquidity and future growth potential through
hedged non-recourse loans. These loans can meet a variety of planning objectives from estate and charitable planning to liquidity through the establishment of ESOPs.
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Institutional Group
The Institutional Group provides separate account management to offer an investment program tailored specifically to the clients' needs.
Private Client Group
The Private Client Group provides the same investment programs available to institutional investors, while taking care to address other issues that are unique to individuals.
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