Albion Financial Group
Overview
Established in 1982, Albion Financial Group is an independent wealth advisor and investment manager based in Salt Lake City, Utah. The firm offers a range of services, including individualized fee-only investing, financial advising, and comprehensive wealth management. As a fee-only advisor, Albion places clients' interests ahead of its own, ensuring a fiduciary commitment to each client's best interest. Albion's investment management services encompass economic analysis, portfolio management, fixed income, mutual funds, private equity, venture capital, low-basis stock diversification, in-house research and trading, common and preferred stock, exchange-traded funds (ETFs), option strategies, and stock option valuation. The firm also provides ESG portfolio management, focusing on investments that meet environmental, social, and governance criteria. Over the years, Albion Financial Group has been recognized for its commitment to client-centric financial advising and investment management, earning national recognition and awards for its services.
Investment Focus
- Minimum investable assets of $2 million
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Frequently asked questions about Albion Financial Group
What sectors does Albion Financial Group invest in?
Albion Financial Group invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in Salt Lake City, Utah, United States. Albion Financial Group is listed as a private investment firm in the ConnectSafely investor database.
What stage does Albion Financial Group invest at?
Albion Financial Group backs companies at Early Stage, Growth, Late Stage, Pre-IPO, Buyout and Turnaround.
Which regions does Albion Financial Group invest in?
Albion Financial Group invests across United States.
How do I contact Albion Financial Group?
Albion Financial Group's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of the team.
Last updated · Source: ConnectSafely investor database