Alan Richard Tolg

Investment Advisor

A portrait of Alan Richard Tolg

With over 35 years in business, I bring a wealth of experience and Knowledge to the table. I’ve founded and successfully managed both private and public companies and have a deep understanding of what it takes to grow an organization through different economic cycles. Over the last half dozen years, I’ve focused this experience in the financial advisory business, extracting relevant knowledge as it applies to managing capital in what have been the most challenging markets in 40 years. Goal oriented with a strong desire to compete and succeed combined with an energetic lifestyle have driven me to embrace new technology, new concepts and ideas, and to make changes when required for my own betterment and enlightenment. I’m empathetic and caring at heart, these qualities go hand in hand with knowledge and enlightenment and allow me to apply a deep, holistic approach to financial management.  


This experience is invaluable when it comes to making investments and managing capital.