The Alhambra fortress in southern Spain dates back to 889, spanning centuries of political and economic turmoil. This ancient citadel remains an enduring symbol of prosperity, security, and strategy. At Alhambra Investments, we seek to create informed portfolio strategies that, like the Alhambra, stand the arduous test of time. We are best known for our in-depth research and analysis of financial markets, particularly around emerging risks that could threaten investors. However, just as important as providing you with superior research-based strategies is putting your goals and priorities first. Partnering with our clients is an Alhambra imperative. We believe that knowing our clients is the foundation of a strong partnership that often spans decades and multiple generations. We think our success is due to this grand combination of insights with ethics.

We would invite you to learn more about the story behind Alhambra Investments, as well as additional information about our firm.

Who We Are
Our People

Alhambra’s Mission, Vision, & Values

OUR MISSION STATEMENT

Alhambra’s mission is to protect and educate investors, to treat them fairly, and to provide them with investment solutions that give them the best chance to achieve their goals.

Our Vision Statement

Alhambra’s vision is to provide simple, yet innovative, investment solutions that are customized to the individual client, designed to achieve their financial goals with minimal stress. We are committed to forming deep relationships with our clients, to better understand their aspirations and fears so we can anticipate their needs and provide exemplary customer service.

Our investment management team is dedicated to discovering and implementing a variety of investment strategies within a defined risk management framework. The team will research tactical opportunities by focusing on actionable macro-economic variables and changes in investor sentiment. We are committed to a disciplined, process-driven portfolio approach and continuous improvement in portfolio implementation.

We will focus on factors we can control and invest with humility.

Our Values

• Integrity – Do the right thing
• Stewardship – Fulfill our fiduciary responsibility to clients
• Responsibility – Accept responsibility for our actions
• Accountability – Be accountable to clients and teammates
• Perseverance – Keep working until the job is done
• Discipline – Work within our process
• Humility – Be humble in all that we do
• Compassion – Remember that the capital we invest serves a noble purpose
• Cooperation – Work together with clients and team members to achieve goals

Firm Information

Firm Brochure
Relationship Summary
Privacy Policy
Why A Fiduciary Adviser?
In The News

Our Team

Joseph Y. Calhoun, III

CHIEF EXECUTIVE OFFICER

Joe has worked in the financial services industry since 1992 in various capacities, including Operations Manager, Compliance Manager, Registered Representative and Portfolio Manager.

Margarita V. Fernandez

SENIOR VICE PRESIDENT

Margie is a veteran of the financial services industry with 40 years of portfolio management experience. Prior to joining Alhambra in 2013, Margie served as a bank trust investment officer and co-founded a successful, long-running Investment Advisory firm.

Marcelo Perez

CHIEF OPERATIONS OFFICER

Marcelo has been with Alhambra since Day 1. He previously worked at Washington Mutual and SmithBarney before coming over to Alhambra in 2006. Marcelo graduated from Florida International University in 2008 with a degree in Finance.

Douglas Terry, CFA

SENIOR VICE PRESIDENT

Douglas is a CFA charter holder. He started his investment career at Cooper, Neff & Assoc. as an option trader. He subsequently operated as an independent trader at the Chicago Board of Trade, primarily in the Treasury options pit.

Stephen Brennan

VICE PRESIDENT – MARKETING

Steve previously held positions at Fisher Investments and Franklin Templeton before joining Alhambra. He holds a Series 65 Investment Advisors license and graduated from the University of Cal. at Berkeley with a B.A. in the Political Economy of Industrial Societies.

Bob Williams

DIRECTOR OF MEDIA

Bob spent almost 20 years as a broadcast journalist before entering the financial services industry in 1993. His financial career includes time at J.C. Bradford & Company, Smith Barney, and SunTrust Investment Services.

Jessica L. Hudak

OPERATIONS MANAGER

Jessica joined Atlantic Capital in 2003 before joining Alhambra, and brings over fifteen years of financial and bookkeeping experience to the team.

Ready to talk?

Before we invest the first penny for you, we need to know about you. We need to find out what’s important to you, what your dreams and goals are and the type of investing that will give you peace of mind.

Let’s Talk