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Alexander Dippery is a registered investment advisor representative at Main Management, LLC. Alexander has been in the industry since June 2023 and has passed the Uniform Investment Adviser Law Examination. Alexander works primarily with charitable organizations, high-net-worth individuals, pooled investment vehicles, pension and profit sharing plans, and corporations or other businesses. Alexander specializes in providing investment advice to clients seeking portfolio management services for businesses, individuals, and pooled investment vehicles. Alexander is a licensed investment advisor representative in California.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
12/07/2024 - Present
Main Management, LLC (SAN FRANCISCO CA)
Active
Inactive
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