Alex & Rae Investments began with a straightforward conviction: client balance sheets deserve conflict-free stewardship rather than institutional product sales. We left national brokerages to practice direct fiduciary care in the community where our families live.
Today, our principals allocate personal balance sheets alongside client portfolios under identical fee schedules, aligning operational risk with the long-term resilience of regional estates.
Four stages of onboarding
Balance sheet audit
Asset discovery
Bespoke allocation
Direct oversight
Comprehensive examination of liquid reserves, entity structures, family trusts, and historical tax liabilities to clarify true net exposure.
Identifying unique liquidity constraints, multi-generational succession goals, and targeted private placement eligibility across asset classes.
Deploying core capital across private credit, commercial real assets, and conservative public equity mandates with defined downside parameters.
Quarterly portfolio reviews held in our Sycamore Street conference room with transparent attribution analysis and zero hidden margins.
True fiduciary stewardship is measured by the capital that survives market contraction, not the speculative gains of a single quarter.
Marcus Rae, Managing Principal
Schedule an introductory review at our Sycamore Street office to examine your entity structure, current asset exposure, and long-term capital goals.