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Our Company

Alexander Investment Services was founded with the goal of assisting our clients in every aspect of their financial lives.  We strive to help every client achieve financial stability and security as they move toward and then enjoy their retirement years.

Our Commitment

Our staff consists of experienced professionals who take a "hands on" approach to financial guidance.  Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality.  As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.

Our Principle

Our company is based on the principle that education and understanding of your current financial situation is vital to being successful in making prudent decisions concerning your future financial condition.  If you are a current client who has any questions about your current financial situation or you are a prospective client who wishes to schedule an appointment to get an assessment and explore your options, we are readily available to serve you.

Our Mission Statement

Our company provides investment management and retirement plan services to professionals, business owners, high net worth individuals, and anyone who is seriously interested in building wealth for a comfortable retirement. Our goals include excellence in investment management through our rigorous and proprietary process of investment screening; and convenient, affordable retirement plan administration for you and your employees.