Our Services
At Alessandra Capital Management, we offer a wide range of financial products and advisory services to address our clients' financial needs.
Advisory Services*
- Portfolio Analysis and Management
- Investment Advice
- Financial Planning
- Retirement Planning
- Estate and Tax Planning
- Insurance
- Gifting
- Education Planning
- Company Benefits Analysis
- Investment review and second opinion
Financial Products**
- Managed Portfolios
- Full Service brokerage accounts
- Individual Retirement Plans: Traditional and Roth IRAs, Educational IRAs, One Participant 401(k) plans (Uni-k, Solo-k)
- Stocks, Exchange Traded Funds (ETFs), and Mutual Funds
- Fixed Income Securities (CD’s, Government, Municipal, Corporate Bonds)
- Fee based accounts
- Company Retirement Plans including 401(k) plans, Pension Plans, SEP and SIMPLE accounts
- Insurance Products (Life Insurance, Annuities, Long Term Care Insurance)
- 529 College Savings Plans
- Money Market Accounts with Check-writing and Debit Card privileges
*Advisory Services provided by Alessandra Capital Management, LLC, a Registered Investment Adviser
** Securities offered through First Allied Securities Inc., Member FINRA/SIPC
