Alden Capital Management

Planning for life, so you can focus on living yours


Alden Capital Management

At Alden Capital Management, our team believes there is no finish line in financial planning.

We see your goals as a series of milestones we help you reach with careful planning and disciplined investing.

Since your circumstances will continue to evolve, our collaborative advisory and financial planning process is designed to be ongoing. This dynamic approach allows us to make decisions proactively with constant monitoring and thoughtful adjustment to reflect the changes in your life. We start with helping you articulate your goals, and our continuous process helps ensure your plan is always working for you.

Understand

First, we’ll build an understanding of your personal goals, current financial situation, investment experience and risk tolerance. We’ll also make you aware of our capabilities and explain the services we offer that can help you meet your objectives. Knowing you well lies at the heart of being able to provide personalized financial guidance.

Design

Next, we will analyze all the information you’ve shared with us in order to design your plan. This step may include collaborating with your other professional advisors such as your accountant and/or lawyer. We present our recommendations to you, answer your questions, consider alternatives and outline the steps we need to take to implement your plan.

Implement

Once we have agreed upon your specific strategy, we will then implement your plan using the extensive research and resources available to us through Raymond James and outside sources. This involves the selection of specific account types, investments and optional services, and the handling of all necessary paperwork.

Manage

After your plan is implemented, we will continually measure the progress toward your goals and suggest any changes where needed. We accomplish this by providing ongoing reporting and conducting periodic plan reviews. Of course, a key to this step is your involvement and communication of any significant changes in your life.

There is no assurance that any investment strategy will be successful. Investing involves risk and investors may incur a profit or a loss. Changes in tax laws may occur at any time and could have a substantial impact upon each person's situation. Investors should consult a tax professional for tax advice specific to their situation.

 
Alden Capital Management

“You need to plan the way a fire department plans: It cannot anticipate where the next fire will be, so it has to shape an energetic and efficient team that is capable of responding to the unanticipated as well as to any ordinary event.” – Andrew S. Grove, U.S. Chairman of Intel Corporation and Author

310 120th Avenue NE, Suite 200
Bellevue, WA 98005
Map and Directions

P 425.451.8508
TF 800.289.2533
F 877.714.5332

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.

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Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC

Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc.

Alden Capital Management is not providing any advisory services.