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Albion Financial Group

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Status
ACTIVE
Global HQ
Salt Lake City, United States
Countries of investment
  • USA
Investment stages
  • Wealth Management
Industries
  • Waste Management
  • Advisory
About
Albion Financial Group provides independent, fee-only wealth management and investment advisory services, focusing on guiding clients in Salt Lake City to make informed financial decisions that align with their long-term goals.
Min check size
$500K
Max check size
$2M
Fund size
NPS

Investment Thesis

Albion Financial Group focuses on providing comprehensive financial advising and investment management services. They aim to help clients make a series of good financial decisions year after year. The firm emphasizes feeonly fiduciary services and ensuring clientfirst practices.
Lead investor
Co Invest
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Manager's Experience

Top-tier fund focusing on late-stage technology investments in North America and Europe. Managed a portfolio of over 30 deals with notable exits, including several successful IPOs. Emphasizes a data-driven, contrarian investment style to identify undervalued opportunities. Renowned for strong operational support and fostering long-term partnerships with founders.

Albion Financial Group Contacts Information

Primary contact

Secondary contact

Team

Jason Ware - Chief Investment Officer

Anders Skagerberg

David Clark

Mike Kessler

Patrick Lundergan

Brad Curtis

Jose Trevino

Sarah Bird

Loy Vandiver

John CFP

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