Ailsa Capital, Inc. is an independent, registered investment-advisory (RIA) firm located at the foot of the Wasatch Mountains, in Salt Lake City, Utah. We focus on conceptual financial planning, meaning we strategize with a big-picture perspective, taking into account all aspects of your financial life as we establish your plan together. The Ailsa Capital Team provides personalized and quality service to over 200 clients, representing $75 million of assets under direct management. We strive to understand each client’s concerns, objectives, and values. Our team prioritizes trust and confidence as we orchestrate and simplify your financial life. Our planning process helps eliminate immediate dangers, capturing the best opportunities to focus on your most promising strengths. The path to success is the framework for the creation and preservation of your family’s wealth.
Our commitment to service promises a level of surety our clients demand from their certified professionals in all aspects of their wealth. The Ailsa brand delivers a level of information, reporting, service and solutions on par with excellence.
As a valued client, you can expect:
- Strong personal relationships and access
to your dedicated relationship advisor
- Quarterly personal conversations and
reporting about the health of all your
- Access to current investment reporting—
personalized web-portal reporting with
current updates on all your information
- In-depth research capacity, consistent
refinement to our firm investment strategy
Trust is paramount to us; it’s the basis of any good friendship or relationship. Our clients trust us to provide sound advice and act in their best interest.
We focus on being experts in our six core competencies of
- ESTATE PLANNING
- COLLEGE SAVINGS
We share some very important common threads with our clients: integrity, hard work, and high family values. We are dedicated to succeeding through trusted client relationships and investment strategies. From the initial meeting to complete plan implementation and beyond, we are committed to ensuring your financial freedom and security.
Our Internship Program
Since 2002, Ailsa Capital has offered college credit internships for students who are seeking hands-on experience and mentoring in the personal finance industry. Our interns have gone on to careers in Financial Planning, Real Estate, Fund Management and Corporate Finance to name a few. We have been thrilled to participate in the continuing cycle of educating good people for our nation’s future strength and competitiveness.