Our team working for you

Alcaine Halterbeck Investment Group, A Member of D.A. Davidson & Co.

Left to right: Carlos A. Alcaine, Senior Vice President, Financial Advisor; Cheryl A. Moore, Registered Client Associate; 
Stephen B. Halterbeck, RSP, Vice President, Financial Advisor.

 

At the Alcaine Halterbeck Investment Group, our objective is singular: to deliver the best in personalized, comprehensive wealth management for high net worth individuals, families and trusts.

We are able to do so because we offer a unique combination of extensive experience, thoughtful consideration of your needs and a strong understanding of financial planning related to structured settlements. With each step we take for you, we strive to earn the trust you have placed in us, and to assist you during what may be an exceptionally difficult time.

Our practice is founded on trust and integrity. When you work with the Alcaine Halterbeck Group, you receive our utmost care, respect and attention. Our work with you is enriched by the access we provide to all of D.A. Davidson, including the firm's experienced professionals, sophisticated tools, extensive resources and advanced technological support. 

WEALTH ACCUMULATION  |  ASSET MANAGEMENT  |  PRESERVATION STRATEGIES 
SETTLEMENT PLANNING  |  STRUCTURED SETTLEMENTS
ASSET MANAGEMENT FOR PROFESSIONAL FIDUCIARIES