Albion Financial Group
Status
ACTIVE
Global HQ
Sydney, Australia
Countries of investment
- Spain
Investment stages
- Pre-Seed
- Seed
- Series A
Industries
- Online Marketplaces
- E-Commerce
- Fintech
About
Albion Financial Group, founded in 1982 by Toby Levitt and John Bird, is a feeonly Registered Investment Advisor (RIA) headquartered in Salt Lake City, Utah. Albion has become a nationally recognized, awardwinning investment manager and Theyalth advisor. The firm offers a range of services including financial advising, investment management, and ESG investing, and has a strong focus on client education through various resources. Albion Financial Group emphasizes understanding personal financial goals to provide a tailored investment strategy. They aim to consolidate and streamline investments without compromising access to multiple investment vehicles, leveraging the expertise of a worldclass investment team. The firm operates with a fiduciary duty, offering feeonly compensation to ensure that the client's best interests are the priority.
Albion Financial Group, founded in 1982 by Toby Levitt and John Bird, is a feeonly Registered Investment Advisor (RIA) headquartered in Salt Lake City, Utah. Albion has become a nationally recognized, awardwinning investment manager and Theyalth advisor. The firm offers a range of services including financial advising, investment management, and ESG investing, and has a strong focus on client education through various resources. Albion Financial Group emphasizes understanding personal financial goals to provide a tailored investment strategy. They aim to consolidate and streamline investments without compromising access to multiple investment vehicles, leveraging the expertise of a worldclass investment team. The firm operates with a fiduciary duty, offering feeonly compensation to ensure that the client's best interests are the priority.
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.