Alexandria Capital is an SEC-registered investment adviser founded in 1987 with offices in Washington, DC, Tarrytown, NY and New York City.

For over a quarter-century, ACAP has remained committed to the principles of research and...
See More innovation. The byproduct of this is a disciplined investment process, customized investment solutions, and long-term thinking, which helps avoid short-term fads and emotional vicissitude. And, at the heart of ACAP’s philosophy of investing is the belief that our clients come first in everything we do. This focus on the best interest of our investors drives the decisions and actions of everyone at ACAP, from portfolio managers to client service associates.

Today, with offices in Washington DC, Tarrytown, NY and New York City. We continue to help our clients protect and grow their investments in a manner befitting their lifetime of hard work and discipline.

All of the firm’s principals and executives hold many of the most recognized designations in the financial services industry including: Chartered Financial Analyst Certified Financial Planner TM, Personal Financial Specialist, and Certified Public Accountant. Finally, we take great pride in being recognized by the arbiters of our industry, Barron’s, Bloomberg, Medical Economics, Financial Advisor Magazine and Washingtonian.

Our Beliefs

Our inspiration starts with the shared strategic vision of the key professionals, shareholders and the board of advisors. This vision embodies and defines the level of passion and commitment required of all the employees performing their duties. It also shapes the firm’s mission and the manner in which it chooses to carry out its fiduciary responsibilities.

Our vision marries wisdom and knowledge. We believe knowledge borne from a thoughtfully conceived research and testing, strengthens conviction and helps build investment discipline that can withstand the vicissitude of the markets. The application of knowledge is “client-centric” even as we evolve and grow. We endeavor to provide exceptional service, objectivity, innovative thinking and results, while adhering to the highest professional and ethical standards.

Our Approach

Independence

Objectivity is the hallmark of our service. When selecting an investment advisor, you need to have confidence that he or she is independent from the influences of broker dealers, insurance companies, and other third party financial entities.

This allows our firm to avoid conflicts of interest and product bias when providing professional wealth management services.

Competence

Managing money is not a hobby or a discipline to be taken lightly…at least not to us. The members of ACAP team hold many of the most recognized designations in our profession including: Chartered Financial Analyst®, Certified Financial PlannerTM, Personal Financial Specialist, and Certified Public Accountant. Our executives and principals have an average of more than 20 years of experience in the financial services industry, with concentration in taxes, investments, financial planning, and institutionally based, non-traditional products.

Trust

As a SEC registered investment advisor, ACAP is subject to fiduciary standards. As such, we understand that we hold a position of trust and confidence with respect to our clients and we are therefore obliged to act solely for their benefit.