We build close relationships with clients that involve understanding their individual situations, needs, goals, and expectations. Based on this understanding, we offer financial advice, financial and retirement planning, asset management, and securities trading services. We offer only those investment products and services that we believe are best suited to help meet our clients’ financial objectives and goals. Because we are an independent firm, we have no obligation to sell proprietary products or services.
Our history in the financial services business predates Alessandra Capital Management, LLC and begins with Al Alessandra’s registration as a stock broker with Hayden Stone on December 2nd, 1966. Al remained at the same firm for his entire career despite many name changes at the firm level. He built a strong and loyal clientele over the years and was a top producer at Shearson in the 1970’s, achieving President’s and Chaiman’s Council status at the firm. After beginning his career in trading with Cargill Inc., Greg joined his father in September 1995 when the firm was called Smith Barney. Early in 1999, Greg and Al decided to form an independent investment advisory firm and to work with an independent broker dealer, Round Hill Securities. Alessandra Capital Management was formed in February, 1999 and continues today as a strong and innovative investment advisory firm where honesty and integrity permeate every aspect of its business.
The Mission of Alessandra Capital Management is to assist our clients towards reaching their financial goals. At our foundation is a strong work-ethic and a culture where honesty and integrity permeate every aspect of our business. We are passionate about always delivering an exceptional client experience. We value strong relationships and responsible stewardship when it comes to our clients, our employees, our families and our communities.
501 Deep Valley Drive, Suite 202,
Rolling Hills Estates, CA 90274 USA
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