Elliott Financial Management Joins Alexandria Capital

Tarrytown, NY – November 18, 2018 – Skip Elliott, President of Elliott Financial Management, Inc. (EFM), an Investment Advisor firm headquartered in Juneau, Alaska, announced today that it is joining forces with Alexandria Capital. This became official late on the 15th of November.

Alexandria Capital CEO and Co-Managing Partner, Augustine Hong, who traveled to Alaska in October, commented, “After learning about Skip and his clients, it became apparent that they are the kinds of people we wanted to work with and serve. For us, people are the biggest driver of the decisions that impact our long-term strategic path. Skip’s history of fiduciary commitment and investment excellence made this fit a natural outgrowth of all the effort Skip has put into finding his orderly succession.”

EFM was aided in its search for a partner and eventual heir apparent by the industry stalwart FP Transitions, Inc. of Portland, OR.  The effort lasted over six months and attracted more than 95 firm inquiries, which after additional due diligence and interviews, were filtered down to three finalists for in-person meetings.

“We are grateful that EFM chose us from all the available candidate firms. This decision is yet another validation that Alexandria is building with a correct set of values and market insight,” stated Jon Ferguson, Co-CIO and Co-Managing Partner of Alexandria.

Skip elaborated further by stating, “Simply put, our responsibility to our clients extends beyond my active involvement and necessarily includes the thoughtful transition of my duties to a group of people that is among the smartest in the industry and better prepared to serve our clients both now and into the future.”

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 For further information, please contact

Alexandria Capital, LLC: Augustine Hong (914) 251-2940 www.alexandriacapital.com

About the transaction parties:

Alexandria Capital, LLC is an SEC-registered investment advisory firm that provides a broad range of wealth management and investment services to high-net-worth individuals and families, trust, foundations, endowments, and pension plans, both in the US and abroad. The firm is represented by some of the industry’s most talented and successful financial professionals with extensive experience across multiple disciplines. For over a quarter-century, Alexandria has been serving the needs of its’ clients by adhering to its commitment to research, innovation and the belief that our clients come first in everything we do. Alexandria’s success has frequently been recognized by leading arbiters of our industry such as Barron’s, Bloomberg, Medical Economics, Financial Advisor Magazine, and Washingtonian.

Elliott Financial Management, Inc. is a state registered investment advisor with the state of Alaska. They provide financial and investment advisory services to foundations, municipalities, businesses, and individuals and families.