A complete list of active advisors currently associated with Alexander, Dean D.

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The firm provides equity-focused portfolio management and mutual fund selection for individuals, corporations, partnerships, trusts and investment companies, and indicates it may advise pension plans. It is a newly formed sole proprietorship with no assets under management to date and operates with a stated account minimum of $100,000. Its investment process centers on buying individual stocks and mutual funds guided by ratio analysis, valuation, and sector-level asset-allocation models that can be tailored to client preferences; the firm may trade frequently and accepts discretionary authority. Portfolio construction emphasizes diversification across sectors and market capitalizations, a balance of growth and value, and the use of benchmarks in allocation decisions. What distinguishes the firm is the principal’s licensed CPA background and ongoing tax-preparation and tax-resolution practice, along with ChFC/CLU credentials, which the brochure says currently consumes about 30% of the principal’s time but will be reduced as the advisory business grows. The firm also documents policies on conflicts of interest, personal trading and trade aggregation, and intends to place client assets with major broker-dealers rather than hold custody directly.

To learn more about the advisors currently working at Alexander, Dean D., 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.