Alhambra Investment Management manages investment portfolios based on each client's unique risk tolerance and goals. The firm uses a top-down, macroeconomic approach to asset allocation, combining tactical adjustments with strategic positioning. Alhambra offers several distinct portfolio strategies, ranging from traditional stock and bond mixes to quantitatively driven equity portfolios, passive exchange-traded fund strategies, and portfolios incorporating alternative assets. While Alhambra focuses primarily on portfolio management, the firm outsources and oversees other professional services such as financial planning, tax planning, and estate planning for its clients. The investment team uses a collaborative approach involving multiple portfolio managers, client service coordinators, and compliance professionals. Clients can choose to hold their assets with custodians such as Fidelity or Charles Schwab.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
All fees are subject to negotiation. Fees for assets managed above $5 million are negotiable.