Alhambra Investment Management LLC

Juan Perez is a financial advisor at Alhambra Investment Management LLC with 18 years of industry experience. He holds a Series 65 designation and has worked at JM Capital Management, Inc. since 2021 while also serving at Alhambra Investment Management since 2007. Outside of investment management, he provides bookkeeping and consulting services for a family-owned Haagen-Dazs franchise. Alhambra Investment Management offers discretionary and non-discretionary investment management to individuals, high-net-worth clients, charitable organizations, and corporations. The firm employs a top-down, macroeconomic approach to asset allocation, combining tactical overlays with quantitative strategies and special-situation securities, and operates with a team-based management structure.

Douglas Terry is a CFA® charterholder with 14 years of industry experience. He has been with Alhambra Investment Management LLC since 2011 and previously worked at ABT Holdings LLC for 25 years. Alhambra Investment Management provides discretionary and non-discretionary investment management to individuals, high-net-worth clients, charitable organizations, and corporations. The firm employs a top-down, macroeconomic approach to asset allocation, combining tactical overlays with quantitative strategies and special-situation individual securities across customizable portfolios.

Margarita Fernandez is a financial advisor at Alhambra Investment Management LLC with 25 years of industry experience. She holds a Series 63 designation and has been with Alhambra Investment Management since 2013. Alhambra Investment Management provides discretionary and non-discretionary investment management to individuals, high-net-worth clients, charitable organizations, and corporations. The firm employs a top-down, macroeconomic approach to asset allocation, combining tactical overlays with quantitative strategies and special-situation individual securities, and offers customizable portfolios across various risk profiles.

Stephen Brennan is a financial advisor at Alhambra Investment Management LLC with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Alhambra since 2016. Prior to this, he worked with the San Jose Police & Fire Pension and operates a sole proprietorship providing marketing consulting services. Brennan is also a partner involved in overseeing commercial real estate investments. Alhambra Investment Management provides discretionary and non-discretionary investment management to individuals, high-net-worth clients, charitable organizations, and corporations. The firm employs a top-down, macroeconomic approach to asset allocation, combining tactical overlays with quantitative strategies and individual securities across customizable portfolios.

Robert Williams is a financial advisor with Alhambra Investment Management LLC, holding Series 63, 65, and 66 licenses and bringing 36 years of industry experience. He has been with Alhambra Investment Management since 2013. Alhambra Investment Management provides discretionary and non-discretionary investment management services to individuals, high-net-worth clients, charitable organizations, and corporations. The firm employs a top-down, macroeconomic approach to asset allocation, utilizing market-based economic indicators and historical data to guide tactical adjustments, and offers customizable portfolios across a range of strategies.

Joseph Calhoun III is a financial advisor at Alhambra Investment Management LLC with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Alhambra since 2006 and at Calhoun & Co. since 2021, where he is the sole owner. Alhambra Investment Management provides discretionary and non-discretionary investment management to individuals, high-net-worth clients, charitable organizations, and corporations. The firm employs a top-down, macroeconomic approach to asset allocation, combining tactical overlays with quantitative strategies and special-situation securities, and manages client relationships through a team-based structure.