What
We Do

Alley Company Core Equity Portfolio
Our Core Equity investment objective is to compound long-term rates of return in a tax-efficient manner. To achieve this goal, we make U.S. large-cap equities the centerpiece investment for our clients. In customizing and managing large-cap equity portfolios, we focus on growth companies with proven track records, astute management teams and strong potential for sustainable growth.

Alley Company Dividend Portfolio
Our Dividend Portfolio objective is to generate income and appreciation with dividend-paying equities. Since 1926, dividend income has accounted for more than one-third of the market's total return. Our investment philosophy focuses on the balance between attractive current yield and future dividend growth. We seek out companies with proven track records of dividend payout as well as strong balance sheets and durable competitive advantages in their businesses.

Asset-Allocation Programs
In building and managing asset-allocation programs, we focus on risk-adjusted returns, and we offer access to most publicly traded asset classes and securities. Through asset allocation, we seek to increase overall return for a given degree of risk, or to reduce overall risk for a targeted level of return, depending on a client's needs. For asset allocation to produce successful risk-adjusted returns over any meaningful time frame, the right asset classes with the right properties must be blended together in the right proportions.

Exchange-Traded Funds (ETFs)
Alley Company utilizes exchange-traded funds (ETFs) to complement our proprietary products and to build out our asset-allocation programs. With the fast-growing ETF industry now offering more than 900 products, we engage in extensive analysis to determine which ETFs are appropriate for our investors. We focus on low-cost, liquid and tax-efficient ETFs that help us gain exposure to important asset classes such as small and mid-cap U.S. equities, international equities, and fixed-income.

Other Customized Solutions
Other customized investment solutions offered by Alley Company include careful management of concentrated stock positions and strategies for achieving a targeted level of portfolio income. Our expertise in the options market can facilitate the disposition/diversification of a concentrated stock position and can enhance portfolio income. We provide advice on any number of capital markets or financial-related matters specific to a client.

Comprehensive Portfolio Reports
Alley Company uses an industry-standard management reporting system. This approach allows us to provide our clients with information regarding their total portfolio, including asset classes, performance measurement and cost basis reporting for tax accounting. We can provide consolidated reporting regardless of the number of custodians a client might have.