Investing with Clarity, since 1998

Alley Company was founded in 1998 by Steven J. Alley with a clear purpose: to provide clients with understandable, long-term investment management that is rooted in quality.

We are long-term investors, not traders. From day one, we’ve believed that successful investing starts with owning high-quality, industry-leading companies with proven management teams and durable cash flow prospects.

Our portfolios are understandable, thoughtfully constructed, and grounded in a philosophy our clients trust. By combining disciplined research with highly personalized service, we’ve earned the confidence and loyalty of a deeply committed client base.

In 2021, Alley Company partnered with Focus Financial Partners, a global network of independent fiduciary wealth and asset management firms. This partnership enhances our ability to serve clients by providing access to industry-leading technology, expanded operational resources, and long-term continuity—while preserving the independence, entrepreneurial spirit, and boutique experience that define Alley Company.

Our firm by the numbers

27 Years in business
$5.8B Assets Under Management*
1 disciplined investment philosophy

*As of 9/30/25

Private Wealth Management

Customized Solutions for  Individuals and Families

We design personalized portfolios built on rigorous research and a long-term perspective. We work with a select group of individuals and families, offering highly attentive service and building lasting relationships rooted in trust.

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Alley Company Dividend Portfolio

Dividend Investing for Advisors & Institutions

The Alley Company Dividend Portfolio seeks to achieve a balance between attractive absolute dividend yield and strong dividend growth underpinned by quality company fundamentals. Our goal is to produce an attractive and rising current income stream and superior risk-adjusted investment performance. We seek out companies with proven track records of dividend payout as well as strong balance sheets and durable competitive advantages.

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Our History

Alley Company was founded on a simple but powerful idea: that enduring investment success comes from clarity, discipline, and a deep commitment to those we serve.

Since 1998, we’ve partnered with a select group of clients to help them build and preserve wealth through thoughtfully managed portfolios of high-quality companies.

1998

Steven J. Alley starts Alley Company in Lake Forest, Illinois, where we remain located today.
2005

Portfolio Manager and Alley Company Partner Rik Duryea joins the firm.
2006

Launch of the Alley Company Dividend Portfolio.
2014

Portfolio Manager and Alley Company Partner Tom Van Vuren joins the firm.
2019

Firm Assets Under Management cross  $1 billion. Alley Company Dividend Portfolio is added to the Envestnet PMC Select List.
2021

Alley Company becomes a partner firm of Focus Financial Partners.
2022

Alley Company Dividend Portfolio was named winner of the 2022 Asset Manager of the Year Award - Large Cap.
2024

Firm Assets Under Management cross $5 billion.

Connect with our team

We work with a select group of clients who value long-term thinking and trusted partnerships. We’d welcome an opportunity to determine if there is a mutual fit.