251 S Lake Ave Ste 520 Pasadena CA United States 91101
Research in Action™ is at the core of our securities selection. We believe that the value of relevant information and using it in a timely manner is key to benefiting our client’s bottom line.
ALM is committed to maintaining a reasonable sized firm. We keep an eye on avoiding the trap of many large investment organizations, where size dilutes any single investment’s contribution to returns.
Our mission is sustainable income. Our Mission Statement refers to portfolios which generate real, after tax income that is likely to outlive a client or their spouse.
We use all asset classes to create portfolios which have higher probabilities of meeting client's income needs over long periods of time using institutional research and management techniques. These include not only coupon paying fixed income securities, but also preferred and common stocks, all types of bonds, partnerships, and other niche investments.