1001 Avenida Pico, Suite C-157

San Clemente, CA 92673

1 (800) 735-8957

About Us

Alexson Investment Group is a Registered Investment Advisor (RIA) that manages separate accounts for individuals and institutions. We employ a value driven investment strategy that focuses on company fundamentals, with the primary goal of compounding capital for the long term.

The firm manages outside capital alongside its own using an unconstrained, equity long/short investment strategy, looking to identify and focus on investments where the risk/reward relationship is skewed greatly in our favor.

Our proprietary technical analytics can also help analyze tremendous amounts of data to make more informed investment decisions and increase our probabilities of success.

We focus on defining and managing risk to help grow and protect investor capital. The firm invests in individual securities and ETFs and likes to hold plenty of cash when market risks are deemed too high.

Alexson Investment Group was founded in 2015 with the goal of improving client’s lives by focusing on preserving and compounding capital for the long term.

We focus on our ©4C’s of investment management:

CLIENT SERVICE

COMMUNICATION

CONSISTENCY

CARE

The firm follows a disciplined and repeatable investment process – honed during some of the most challenging markets in history.  Our ability to attempt to adapt, be flexible and focus on risk management and preserving capital will continue to drive consistent results for our clients.

Our Leadership

Steven B. Alexson has been managing money and helping clients achieve their financial goals through some of the most volatile periods in the history of the stock market.  Mr. Alexson has founded two successful investment firms and is currently the President and Chief Investment Officer of Alexson Investment Group.  The firm manages growth, balanced and income portfolios, along with concentrated single stock positions.  The firm follows a disciplined 3 step investment process, using fundamental analysis, technical analysis and disciplined risk management.

Mr. Alexson works with individuals and institutions to help grow and protect their assets.  Mr. Alexson manages investments directly for his clients and can also help them create a financial plan to help them achieve their financial goals over their lifetime.  Some of Mr. Alexson’s clients include several generations of the same family and works with each to achieve their specific goals.

Prior, Mr. Alexson founded and was President of Alpha Cubed Investments, a Registered Investment Adviser that started in 2011 with one client and under his leadership grew to well over 1,000 client accounts with nearly $1 billion in assets when he sold.  Mr. Alexson was Senior Director of Investments, Senior Portfolio Manager and Head Trader for the Miven Family Office where he was responsible for managing over $600 million in assets, in addition to managing all custodial and fund manager relationships.  Mr. Alexson also worked for Citigroup Global Markets and McGladery Capital Markets as a merger & acquisition analyst in middle market investment banking from 2000 to 2005.

Mr. Alexson started his career as an intern at Salomon Smith Barney (now Morgan Stanley Smith Barney) in 1998. Mr. Alexson earned a B.A. in Business/Economics from the University of California, Santa Barbara and an M.B.A., with a concentration in Finance and Investments from the University of California, Irvine.

stevealexson

Steven B. Alexson

Founder & Chief Investment Officer
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