Douglas P. Schwartz Email Address

Venture Capital, Asset Management, Blockchain Technology, Startups, Innovation, Exploration, Calculated Risk Taking

Since 1996, The Alder Financial Group has provided guidance to clients throughout the country from convenient offices located in Atlanta, Georgia and Birmingham, Alabama. By design, our client list is a diverse group ranging from individuals seeking a predictable income stream as they enter retirement to small business owners needing assistance with managing their wealth. In a world crowded with conflicts of interest and lack of objectivity, The Alder Financial Group has developed a trusted partnership solely devoted to working in the best interest of our clients. Click here to view our currently filed Form ADV Part IIA. Our clients really look to us to be their financial advocate in a world filled with an overwhelming number of investment choices (all claiming to be the best.) We work with our clients to address the myriad of financial issues that come up in their lives, which can range from the mundane around tax time to the complex when it is time to start thinking about selling a business. Alder Financial provides services that are focused upon growing and protecting client's assets so that they can achieve peace of mind and a sense of security. Like our namesake, the Alder tree, we strive to prosper even in difficult environments. We maintain the belief that for planning to be successful, it must be as unique as the client's needs. We use a formal 6-step planning and investment process: we review the client's existing situation, determine their phase and risk profile, prepare an investment policy statement, implement the investment plan, monitor and rebalance the portfolio, and report the progress to the client. Through this process, we are able to create a long-term relationship with each client.

On a mission to bring sustainability through technology and investing. Continued technology innovation, in my opinion, is the only way to sustain more people on this planet in harmony as well as save our planet, it's incredible ecosystems, and its amazing wildlife. I have passed the first two levels of the CFA program, but instead of taking level III, decided to leave the world of financial services behind to pursue startups and technology innovation. I have spent the last six years building mobile applications, building websites, learning data science & Artificial Intelligence, building blockchain software, and participating in venture capital deals. I love taking on challenging software development projects and doing financial management/investment consulting. If you have a project that you feel passionate about then please reach out to me. https://asgardtech.co/