Alpha Cubed Investments Announces Cory Baer has Joined Alpha Cubed Investments as a Vice President, Investment Advisor Representative
Thursday, 17 January 2019 Cory Baer joins Alpha Cubed to serve the Pacific North West.
SEATTLE (PRWEB) January 17, 2019
Alpha Cubed Investments, a Registered Investment Advisory Firm specializing in managing investment portfolios for high net worth individuals is pleased to announce that Cory Baer has joined Alpha Cubed Investments as a Vice President, Investment Advisor Representative.
Cory Baer has spent his career consulting with clients on the unique needs of their personal wealth management. Cory helps apply fundamental financial planning principles to the total asset allocation process. Prior to joining Alpha Cubed, Cory was a Financial Advisor with Morgan Stanley in the Pacific Northwest. His passion for the challenges high net worth clients face in managing their assets was peaked while he served, earlier in career, as a representative for global pharmaceutical giant, Pfizer. In that role he was exposed to the concerns physicians and high earning executives confront in building family and protecting family wealth. Mr. Baer holds a bachelor’s degree in Business Administration and Economics from New Mexico State University where he was honored as a Crimson Scholar.
“We are excited to add to our capability in the management of our clients in the Pacific Northwest. Cory Baer will immediately be an important part of our team helping to deliver dynamic investment solutions and solid portfolio construction along with a focus on planning for a sound long term financial future." --Todd Walsh CEO, Alpha Cubed Investments
About Alpha Cubed Investments: Alpha Cubed Investments is a Registered Investment Adviser formed through the acquisition and consolidation of firms established back to 1979. We manage assets for high net worth individuals and families. Our objective at Alpha Cubed Investments is to protect investor capital through proprietary risk management and generate long-term, outsized investment returns. We offer personalized services to meet each client's financial goals. Alpha Cubed Investments manages a variety of different programs across the risk and return spectrum, including both tactical and more static, "buy and hold" programs. For more information, please visit http://www.alphacubedinvestments.com.
Services offered through Alpha Cubed Investments, LLC, a Registered Investment Adviser. This brochure is solely for informational purposes. Advisory services are only offered to clients or prospective clients where ACI and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by ACI unless a client service agreement is in place.