Alan Richard Tolg

Investment Advisor

A portrait of Alan Richard Tolg

With over 35 years in business, Alan brings a wealth of experience and knowledge to the table. Alan has founded and successfully managed both private and public companies and has a deep understanding of what it takes to grow an organization through different economic cycles.


Over the last half dozen years, Alan has focused this experience in the financial advisory business, extracting relevant knowledge and applying it to managing capital in what have been the most challenging markets in 40 years. Alan’s goal-oriented nature and strong desire to compete and succeed combined with his energetic lifestyle have driven him to embrace new technology, new concepts and ideas, and to make changes when required. He is empathetic and caring at heart, which goes hand in hand with his knowledge and enlightenment, which allow him to apply an in-depth, holistic approach to financial management.  


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


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