The Team
To view a bio, just click on a name from left to right
Steven O. Russell, Principal
Todd D. Green, CFA, Chief Investment Officer
Timothy J. Tindall, Principal
James G. Gould, President
David Elias, Principal (not shown)


Innovative, Integrated Service
Alesco monitors each client’s financial situation regularly and makes adjustments as needed. We schedule periodic meetings to assure that current developments are reflected in the investment plans of our clients. As circumstances, financial objectives, and investment opportunities change, so should each investment program. Our service offering includes monthly account statements, periodic investment performance reports, quarterly newsletters, and on-going personalized consultation.

Expense Control
Expenses are an often overlooked component of effective investment management. At Alesco, reducing investment expenses, both direct and indirect, is a key focus. In fact, our asset-based fee structure is often less than half of our competitors. This reasonable fee structure, combined with our utilization of low-cost, tax-efficient investment vehicles and low trading costs, all contribute to making sure your portfolio is efficiently and intelligently invested.

Why Alesco?
Our investment philosophy and high level of attentive service provides our clients with fully diversified, low cost, best-in-class investment solutions that have resulted in long-term, mutually satisfying relationships. We focus on the basics: meeting our clients’ investment objectives through intelligent investing.

Please give us a call. We would be delighted to speak with you.





 
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