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The Alcaine Halterbeck Group

PHONE: 916-783-6500

TOLL-FREE: 877-792-3667

FAX: 916-783-6550

ADDRESS:  1400 Rocky Ridge Dr, Suite 250, Roseville, CA 95661

Our Services

The Alcaine Halterbeck Group believes that consistent communication is key to building the understanding and trust necessary to any successful partnership.  That process begins with getting to know you.

More than a Q&A about your current holdings, risk profile and time horizon, this conversation sets the tone for our partnership and helps us determine how we can achieve your goals.  This means first understanding where you are in your current situation and what is important to you personally.

The perspective we gain from these discussions helps us form the foundation of your plan.  And as the environment changes or your own situation and needs evolve, continued communication helps ensure that we can take you where you want to go and that you feel good about the journey. 

Amongst the services we offer:

Corporate Services

Asset Management
  • Corporate Portfolio Management
    • Quarterly Performance Monitoring
  • Treasury Services (Cash Management)
    • Short to Intermediate Maturities
    • Taxable and Tax-Exempt Vehicles
  • Baird Advisors
  • Baird Investment Management
Corporate Stock Plan Services
  • Stock Option Plans
  • Employee Stock Purchase Plans
  • Corporate Stock Repurchase Plans
  • Rule 10b5-1 - Corporate Preprogrammed Repurchase Plans
Investment Banking
  • Corporate Finance
  • Public Investment Banking
  • Mergers & Acquisitions
  • Debt Restructuring
Private Equity
  • Baird Capital Partners
  • Baird Venture Partners
Retirement Planning
  • Qualified Plans
    • 401(k)
    • Profit Sharing
    • Defined Benefit
  • Nonqualified Deferred Compensation Plans
  • Corporate Section 529 College Savings Plans

Executive Services

Investment Management
  • Baird Investment Management and Baird Advisors
    • Individually Managed Portfolios
  • Investment Advisory Programs
    • Outside Money Managers
    • Mutual Fund Allocation Services
    • Investment Consulting Services
Wealth Management
  • Financial Planning
  • Estate Planning Services
  • Asset Allocation
  • Insurance Services
Executive Services
  • Restricted and Control Stock Transactions
  • Stock Option Exercise
  • Rule 10b5-1 - Executive Preprogrammed Trading Plans
Comprehensive Settlement Planning
  • Structured Settlements
  • Coordination of Special Needs Trusts
  • Coordination of Medicare Set Asides