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Our Services

How We Work

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

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | 310-377-9220