It Starts With A Plan.

Investing at Alhambra doesn’t start with investing – or at least not the way most people think of it. You can’t invest successfully without first determining what you are investing for – what you want to achieve with your money. Investing has to start with financial planning.

Only after this financial planning process is complete can we identify an appropriate investment strategy – or strategies – to help you achieve the objectives identified by the planning process.

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The Fortress Strategy

The Fortress Strategy is our original and time-tested asset allocation strategy. It is the basis for all the asset allocation portfolios we build at Alhambra, in conjunction with goal and risk inputs from your newly minted financial plan. The Fortress Strategy uses low-cost ETFs in a diversified multi-asset approach across stocks, commodities, real estate, gold, and bonds.

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The Citadel Portfolio

The Citadel Portfolio is an actively managed, tactical version of the Fortress Strategy. This top-down macro-investment portfolio largely uses low-cost funds and ETFs in a diversified multi-asset approach across stocks, commodities, real estate, gold, and bonds. This is ideal for client’s seeking a portfolio that will actively make tactical adjustments based on changes in the global risk environment, including around risks of recession or bear markets.

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The Alhambra Portfolio

The flagship Alhambra Portfolio is a multi-asset portfolio strategy designed to perform well in any investment environment. This strategy retains the Citadel’s active management and adds individual securities to the portfolio. Asset classes include small and large cap stocks, commodities, real estate, gold, and bonds. This is often ideal for client’s seeking a total investment solution customized to their individual goals, tax situation, and account structures.

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Our All-Stock Strategies

We have various Risk Portfolios that we use in conjunction with our Alhambra Portfolio; or as a stand-alone if appropriate.

Global 50 Portfolio

The Global 50 Portfolio is an all-world portfolio of 50 large and mid-cap companies. It uses a smart index strategy that seeks superior long-term returns by focusing on securities with high quality earnings growth and high gross margins. We also use a 100-stock version of this portfolio, which is more index-like in that it limits volatility and variance of returns.

Dividend Growth Portfolio

Our Dividend Growth Portfolio is a large-cap domestic portfolio of companies that have exhibited persistent dividend growth along with high dividend yields. This is a tax-efficient strategy, designed to outperform other dividend growth stock strategies by focusing on often-overlooked growth factors.

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Quality Momentum Portfolio

The Quality Momentum Portfolio is a diversified portfolio aimed at achieving high returns. Leveraging momentum, this portfolio seeks to identify and own a portfolio of the current best performing quality stocks. This is a high-turnover strategy, best suited for IRAs or other tax-advantaged account structures.

Global Value Portfolio

The Global Value Portfolio is an all-cap global portfolio of stocks with classic value characteristics. Price/Sales, Price/Book Value, and Price/Free Cash Flow are just some of the metrics we use to construct the portfolio.

Fortalice Portfolio

Alhambra’s Fortalice equity strategy uses an earnings revision model as the foundation for stock selection. Central to this style is a belief that positive earnings surprises generate positive price movements, while negative earnings surprises generate negative price movements.

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Ready to talk?

Before we invest the first penny for you, we need to know about you. We need to find out what’s important to you, what your dreams and goals are and the type of investing that will give you peace of mind.

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