Providing a conservative strategy towards

building long-term retirement wealth

 

Why Use Us

Experience

Our senior portfolio manager has over 30 years of experience in the financial services industry. He has a proven ability to manage clients’ accounts throughout economic cycles, including market downturns.

Relationship

Every client has a direct involvement with the senior portfolio manager. Our relationships with our clients are multigenerational. We are solely devoted to the principle of building and maintaining long term relationships.

Commitment

Alupka Asset Management is committed to working with our clients with absolute integrity and transparency.

Service

As a client of Alupka Asset Management, you should expect nothing less than the best possible service from our staff. The foundation for our long-term relationship with our clients is our service commitment - accountability, timeliness, and responsiveness.
 

WE CAN HELP

 

Retirement Planning

Growth & Income Investments

Tax Efficiency

Mortgage Lending

Estate Planning Strategies

Alternative Investments

Our Dedicated Approach

INNOVATIVE MARKET INSIGHT

GROWTH & INCOME

DIVIDEND COMPOUNDING

FOCUSED PORTFOLIO CONSTRUCTION