The Alhambra is a Moorish palace and fortress complex in southern Spain, a symbol of wealth and refuge for centuries, lauded for its mix of Islamic and Christian architecture in a natural setting. Withstanding years of social unrest, earthquakes, and even an attempted demolition by Napoleon himself, the Alhambra still stands as one of Spain’s most beautiful and historically significant structures today.

At Alhambra Investment Research, we strive to emulate the characteristics of this venerable complex. Our goal is to achieve two seemingly contradictory objectives: wealth (appreciation) and security (capital preservation). We generally take a top-down approach to investing, emphasizing the macro-economic environment in our asset allocation strategies. Like the Alhambra, our strategies are intended to stand the arduous test of time.

Wealth Appreciation

At Alhambra, we concentrate on absolute return strategies and are not concerned with relative performance versus an arbitrary benchmark. We believe consistent wealth appreciation requires diversification across a wide variety of asset classes. Stocks, commodities and real estate are all vital parts of a well diversified portfolio.

Capital Preservation

While wealth appreciation is the ultimate goal of investing, preservation of capital is an important part of achieving that goal. While we are willing to suffer minor, temporary losses that are the result of the inherent volatility of capital markets, we believe that avoiding large losses is paramount to the successful accomplish-ment of our goal of wealth appreciation. Our primary tool for avoiding large losses is diversification through the application of proven asset allocation techniques. However, when conditions warrant, we will use other techniques, such as hedging, to reduce overall risk.

 

At Alhambra Investment Research, we use our own internal research as well as reputable third party sources to acheive our objectives. We offer straight-forward, easy to implement strategies for fellow investors who have the time and inclination to invest their own capital. For further reading on who we are and how we can assist you, feel free to click on the links below:

        Our Strategy

        Model Portfolios

        The Principals

        Our Logo

Those who desire a more personal approach to investment management are encouraged to contact our investment advisory company, Alhambra Investment Management. 

   Alhambra Investments - Independence is its own reward.