A.L. Stuart Advisors1 is an independent investment firm dedicated to serving high net worth individuals, institutions, and financial intermediaries.

Our experienced team provides clients with results-driven, multifaceted wealth management strategies customized to reflect their individual financial situations, lifestyles, and long- and short-term goals.

Since 1985, we have worked closely with clients to develop and implement a comprehensive and integrated approach to managing their wealth and financial affairs through a suite of complementary advisory services and investment solutions.

ASSET MANAGEMENT

As an independent firm, we believe we have the objectivity, flexibility, creativity, and network of resources that enable us to offer a wide range of innovative investment opportunities in a variety of market sectors and in direct private equity. We believe we have demonstrated particularly strong expertise investing in the energy infrastructure sector. The net return of the A.L. Stuart Energy Infrastructure Composite has exceeded the benchmark Alerian Total Return MLP Index, on average, 2.8% per year during the past 10 years2.

ADVISORY & WEALTH PLANNING SERVICES

The client’s mission and objectives guide our wealth management strategies. Advisory services include risk and liquidity management, resource allocation, investment analysis, manager selection and oversight, and due diligence. We coordinate with clients’ legal and tax advisors when appropriate.

FAMILY OFFICE SERVICES

We provide a range of family office services including bill paying, bank reconciliations, year-end tax document reconciliation, assistance with debt and/or credit opportunities, foundation administration, tracking of gifts and charitable donations, and permanent document storage to help our clients manage numerous aspects of their financial lives. Our 30 years as a family office has afforded us a deep understanding of long-term wealth management and the needs of high net worth individuals and families.