How We’re Different

At Alcosta, we’re focused exclusively on building long-term wealth for our clients, not on chasing hot stocks or investment fads. We are pro-active, creative and accountable.

Alcosta provides a straightforward investment approach that’s based on fundamental, transparent asset classes that have demonstrated their value to investors over many decades. We do not invest in complex or leveraged transactions that put client capital at great risk or that require an advanced degree in physics to understand.

Notably, our clients have direct and immediate access to the individual who understands their situation and is making investment decisions. This level of communication, transparency and accountability is the exception in a world where most investors entrust their wealth to an anonymous company and simply hope for the best.