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(626) 432-5600

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251 S Lake Ave Ste 520, Pasadena, CA 91101

Closed Now
Tomorrow

7:00 am - 4:00 pm

Regular Hours

Mon - Fri

7:00 am - 4:00 pm

Sat - Sun

Closed

Research in Action

General Info

Our approach to research is to quite simply put it into action. 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.

Services

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.

Associations

Financial Planning Association 

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