ALEXANDER INVESTMENT SERVICES CO.

Overview

Alexander Investment Services Co. operates as an independent broker-dealer and insurance broker serving both individual and institutional clients. The firm’s investment posture is equity‑tilted: exchange‑traded equities represent the dominant allocation and drive the majority of client portfolios. Services extend beyond trade execution to financial planning, portfolio management for individuals, small businesses and institutions, and pension consulting, which positions the firm to serve both retail and workplace-related mandates. Client access to alternatives and non‑traditional exposures is a notable feature. The firm works with third‑party managers across hedge funds, real estate, commodities and oil & gas, supplementing public market equity and fixed‑income allocations. On the balance between advisory and brokerage activity, the large share of non‑discretionary assets suggests many client relationships retain trading authority with the client, while the firm provides advice, planning and access to insurance and annuity products.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices