ALDEN INVESTMENT GROUP

Overview

Alden Investment Group is an SEC-registered investment adviser that focuses on investment management and financial planning for individuals, families and small businesses. The firm tilts heavily toward public equities, using exchange-traded instruments as the primary vehicle for client exposure. Services are delivered under a mix of percentage-of-AUM and fixed-fee arrangements, and the adviser emphasizes discretionary portfolio management—delegating day-to-day investment decisions for the majority of client relationships. Advisory activity centers on financial planning and portfolio management for individual and small-business clients rather than pension consulting or large capital allocation mandates. Alden Investment Group is not identified as an active ESG investor. While it maintains a multi-office footprint, its filing indicates it is not structured as a multi-state registered adviser in the conventional sense.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices