Alden Investment Group

Do you have trouble selecting & monitoring investments for your retirement plan? As a 3/38 fiduciary, we will create the Investment Policy Statement IPS as well as select and manage the investments in the plan. We will benchmark the investments on a quarterly basis to make sure the investments are meeting the requirements selected in the Investment Policy Statement. Based on the results found during the benchmarking process, recommendations will be made accordingly.

Alden and Sparta Wealth Partners are pleased to welcome Nate Goad to our team of advisors! https://aldeninvestmentgroup.com//nate-goad-joins-alden-a/ #newhires #financialadvisors #wealthmanagement #certifiedfinancialplanner #privatebanking #institutionalinvesting

As an advisor/fiduciary for 401k plans, one of the biggest challenges the team at Alden Investment group sees is Enrollment and Education support. We will work with you and your team to create an Education/Enrollment Plan that answers your questions and gives all current and eligible participants the information they need to make educated decisions concerning participation. Learn more about the Alden Advantage https://loom.ly/rYsnU-c

On a scale of 1-10, how would you rate the service you receive from your 401K plan provider? Would your HR team agree with you? As a business owner, it is important to know you are receiving the best possible service from your provider. If you cannot answer 10 to that question, it may be time to discuss your options with Alden Investment Group!

Alden is pleased to announce another great product in our Financial Institutions Group lineup, HedgeDirect from Bryn Mawr Trust. If your clients are looking to switch from a floating to a fixed-rate loan, contact Alden today! https://aldeninvestmentgroup.com/hedgedirect-floating-to-f/ #loanswap #brynmawrtrust #fixedrateloans #bankingservices #financialservices #hedgedirect

Alden Investment Group is excited to announce our newest alliance with BancList, as part of our Financial Institutions Group expansion. This creates a national sales network for SmartShare, a shareholder listing product to help keep banks compliant in their securities transactions. https://aldeninvestmentgroup.com//alden-investment-group-/ #banclist #smartshare #aldeninvestmentgroup #nationalsalesnetwork #partnermarketing #bankingservices #bankingtech #bankinginnovation #nonregisteredsecurities #compliancemanagement #compliancesolutions #compliancesoftware

Alden Investment Group CEO, Lee Calfo, discusses the solutions we offer to the financial community as fee-based or non-interest income business through wealth advisor partnerships. https://www.youtube.com/watch?v=sqHdVDjjZVA&feature=youtu.be #noninterestincome #wealthadvisors #creditunions #communitybanking

For the second year in a row, Alden Investment Group was recognized in the Financial Planning IBD Elite 2020 rankings as a top growth broker/dealer in revenue growth and producing reps. https://aldeninvestmentgroup.com/p/2020-ibd-elite-rankings/ #IBDElite #IBDElite2020 #financialadvisors #financialplanners #brokerdealers

Alden Investment Group is thrilled to officially announce the addition of Springhouse Wealth Partners to our team, and the opening of our new office in Collegeville, PA! Welcome, Brandon Skupski, Michael Frederick and Charles (Chip) Wisner! #financialadvisors #financialplanners #financialplanning #retirementplanning #wealthmanagement #newhires https://aldeninvestmentgroup.com//springhouse-wealth-part/