Advisor at Alhambra Investment Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Alhambra Investment Management LLC
Location
Englewood, CO
Credentials
CFA®, Series 65
Industry experience
14 years
Douglas Terry is a CFA® charterholder with 14 years of industry experience. He has been with Alhambra Investment Management LLC since 2011 and previously worked at ABT Holdings LLC for 25 years. Alhambra Investment Management provides discretionary and non-discretionary investment management to individuals, high-net-worth clients, charitable organizations, and corporations. The firm employs a top-down, macroeconomic approach to asset allocation, combining tactical overlays with quantitative strategies and special-situation individual securities across customizable portfolios.
Based on Alhambra Investment Management LLC
$0 - $500,000: 1.25% $500,001 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.75% $5,000,001+: Negotiable
Account minimum: $250,000
Englewood, CO
Colorado · Texas
Alhambra Investment Management LLC
2011 - Present (15 years)
ABT Holdings LLC
2000 - 2025 (25 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
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Lawyer
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Real estate agent
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Other specialized services
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