David Patrick Beatson

Provides information technology consulting and systems-integration services

Acts as Open-End Investment Fund/Unit Trust

Alexandria Capital manages discretionary investment management of portfolios comprised of common stocks, preferred stocks, ETFs, mutual funds, corporate and tax-exempt bonds, and short-term reserves. The investment process begins with formulating a client-centric strategy covering objectives, needs, time horizon, risk tolerance, and any other desired investment restrictions or parameters. They have four crucial principles that drive their investment philosophy: commitment to research and analysis, minimization of tax and cost friction, application of portfolio construction fundamentals, and customization of tailored portfolio solutions. The firm’s methods of economic, market and security analysis include fundamental analysis, quantitative techniques, and technical analysis.

Provides wealth management services

Alexandria Financial Associates (AFA) employs a total return investment approach that combines active and passive management. They select large-cap equities and REITs and complete their portfolios with a combination of actively-managed and passive mutual funds and ETFs in the following asset classes: mid-cap, small-cap, international equity, real estate and fixed-income. They may also use individual bond and preferred stock holdings. AFA employs fundamental analysis in their selection process for both individual equities and bonds. They focus on a company's balance sheet, income statement and management experience. The firm does not utilize technical analysis to time movements in and out of investments. When selecting mutual funds, AFA uses a strict qualitative and quantitative process to identify the best managers in terms of performance, longevity in manager tenure and consistency in investment policy (minimal style drift). AFA maintains strategic asset allocation, which changes as the client enters different phases of their lives or if particular circumstances change. The firm considers the tax impact and transaction costs of portfolio changes but they do not focus exclusively on these factors when making investment decisions. AFA focuses on identifying investments they believe will perform well over the long-term (typically, three years or greater) rather than over shorter periods.

Functions as a College/University

Provides financial regulatory services