Alesco Advisors is committed to serving the investment and financial needs of our clients. In our role as investment advisor, we provide our clients with independent advice. Our firm structure and investment approach minimize the potential for conflicts of interest. The needs of our clients will always be our first priority.
Alesco Advisors in Buffalo
Holly Mergenhagen leads Alesco's Buffalo office.
Alesco Advisors in San Francisco
Principals Katharine Earhart and Maya Lis Tussing lead Alesco's San Francisco presence.
Alesco’s investment philosophy focuses on asset allocation, the primary driver of investment returns. Everything we do is guided by rigorously tested academic and empirical studies, rather than the common myths of investing. Accordingly, we focus on establishing appropriate target asset class weightings, obtaining optimal diversification, reducing risks and costs, minimizing portfolio turnover and rebalancing.
Our investment philosophy is straightforward. We believe our clients are best served when the focus of their investment portfolio is on asset allocation, broad diversification and expense control. Our process works to maximize the return/risk tradeoff of investing.
Alesco specializes in providing asset-class-based consulting and discretionary investment management services. We are particularly strong in investment policy development, risk control, client education, investing as a fiduciary, and understanding the complexities and biases of the investment industry.
Alesco provides 3(21) and 3(38) fiduciary services to retirement plans. In addition to helping Plan Sponsors fulfill their fiduciary obligations, our services provide participants with the tools they need to successfully invest for retirement.