Alley Investment Management Company, LLC provides comprehensive portfolio management services for individuals, families, and institutions, focusing primarily on high-net-worth clients, business executives, entrepreneurs, and retirees. The registered investment advisor builds custom asset allocation programs centered around U.S. large-cap equities, utilizing strategies such as the Alley Company Core Portfolio, Dividend Portfolio, and Hybrid Portfolio. Investment portfolios generally consist of individual stocks, exchange-traded funds, and fixed-income securities. Alley Investment Management Company has a minimum account size of $2,000,000, though the firm reserves the right to waive this requirement. In addition to direct portfolio management, the firm maintains relationships with affiliates to offer clients access to insurance solutions through Focus Risk Solutions and private investment vehicles through SCS Capital Management.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 0.80% |
Other billing rates and methods can be agreed to in special circumstances.