The Alcaine Halterbeck Group provides personal, comprehensive wealth management for high net-worth individuals, families and trusts based on more than 26 years of combined experience and a true understanding of each client's unique situation and goals.
Because much of our business involves financial planning related to structured settlements, we often enter clients' lives at incredibly difficult junctures, where such understanding is especially critical.
We know that genuine care we bring to every client partnership is appreciated because 100% of our business is referred by existing clients or legal professionals and fiduciaries we work with. The trust these referrals imply is incredibly important to us, and we strive to earn it every day.
Needs-Based investment Objectivity
Though we offer a broad array of financial products and services, we are not obligated to recommend one over another. Our only obligation is to provide the knowledge and long-range perspective needed by clients and attorneys during the settlement process.
Investment policy statements
Written investment policy statements protect you and your client with a clearly defined investment objective, risk tolerance and strategy.
Focus on reducing administrative expenses
While maintaining a well-managed, diversified portfolio, we implement strategies that can reduce an accounts surety requirements and administrative expenses.
We offer traditional banking services such as bill pay, check writing and debit cards. We also create liquid portfolios to manage short-term cash needs while maintaining FDIC coverage.
In addition to traditional investments, we have extensive experience working with injury victims, their attorneys and professional fiduciaries to establish tax-free structured settlements as part of their injury lawsuits.
Though all of our business is transacted in English, we can help effectively communicate with clients who prefer to speak in Spanish.
Our Financial Advisors have over 26 years of combined experience in the financial services industry.
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