The Alder Advantage - Investment Management and Financial Planning

What Makes Alder Unique?

INTEGRITY • Our advice is unbiased, objective, and personal. We manage your portfolio with the same prudence we would any member of our own families. While working with The Alder Financial Group, you can always expect complete transparency which reflects our genuine pledge to serve you and only you. Our goal is simple: to always put your interests first and foremost.		IINDIVIDUALIZED ATTENTION • At The Alder Financial Group we never apply a cookie-cutter approach to managing your assets. Each member of our team understands your goals and aspirations because to us you are more than just an account number. Partnering with Alder also means that you will always have an open line of communication to the decision makers in our firm.
INFORMED PROFESSIONALS • As a client, you can depend on unsurpassed financial advice from a knowledgeable team of experts. With years of experience in fixed income management, The Alder Financial Group emphasizes investment cash flow for stability of income during unpredictable economic times. All of our advisors hold either the CFP® (Certified Financial Planner) or CFA (Chartered Financial Analyst) credentials or are actively pursuing them. These industry-specific credentials are difficult to earn and require adherence to strict industry and ethical guidelines.		INDEPENDENCE • As a Registered Investment Advisor, we believe our approach offers a higher degree of fairness when compared to the transaction-driven approach taken by Wall Street brokerage firms. Unlike a broker, we receive no commissions, sell no products, and are only compensated by our clients. This means you never have to worry about the possible conflicts of interest that are frequently found in the financial services industry.