Alexander Rupert

Personal Finance, Investing, Lifestage Based Planning
“Alex Rupert, Assistant Portfolio Manager at Laurel Tree Advisors, passionately advocates, advises and educates his clients by offering simple and comprehensive guidance to achieve their financial freedom.”

Laurel Tree Advisors

Job Title:

Assistant Portfolio Manager


Alexander (Alex) Rupert is an Assistant Portfolio Manager at Laurel Tree Advisors. Alex joined the firm while earning his Bachelor of Business Administration degree focusing on Finance. He graduated from the University of Akron and joined Laurel Tree Advisors in his current role in 2014.

Alex is very active on the firm’s investment research committee, providing in-depth reports on securities and economic topics. He also reviews and analyzes investment portfolios as well as preparation and presentation of financial plans. He has developed multiple templates and tools that streamline portfolio allocation and apply investment research that the company currently uses in their business processes. Maintenance of the company website, social media and other various technological tasks are part of Alex’s routine.

In addition to creating financial plans and managing portfolios for clients that are nearing or in retirement, Alex specializes in creating financial plans for the younger demographic who want to maximize the efficiency of their income and resources.

Alex is a member of the Financial Planning Association of Northeast Ohio where he leads the technology committee and develops website strategies. Alex participates in virtual financial planning through Nerdwallet’s Ask an Advisor. Alex also participates in the Steering Committee of the Muldoon Partners at the Muldoon Center for Entrepreneurship where he helps with the strategy and direction of the group. Alex is also a member of the Estate Planning Council of Cleveland.

Alex is enthusiastic and creative, with an interest in health and fitness as well as developing relationships and becoming part of the Cleveland community.

Assets Under Management:

$37 million

Fee Structure:


CRD Number:



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October 2016
    Investing, Stocks
January 2017
December 2016

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    Asset Allocation, Stocks
Is investing in individual stocks a good method to increase the risk and potential growth of my portfolio?
73% of people found this answer helpful

Investing in individual stocks should only be considered if you have a strong desire to do the research in the companies and keep an eye on your investments. Investing in funds (mutual funds and ETFs) has allowed investors without a large purchasing power to invest in stocks in a diversified manner that they normally couldn't because they didn't have that purchasing power to buy a sufficient number of stocks. Funds also provide an investor the opportunity to relax on the research and analysis of companies because the fund will either have a manager or an index that the fund follows that will adhere to a specific investment philosophy. 

It is possible to invest in individual stocks and perform better than your funds, it is also possible that the stocks you choose will perform worse. Theoretically, investing in individual stocks compared to investing in funds is a strategy that has more potential to outperform the fund because you are lessening diversification, thus accepting more risk. Investing in individual stocks and attaining more of a return takes a large amount of investment skill and some would even say even more amounts of luck.

You're doing the right things - contributing to your employer's retirement plan and a brokerage account early in your life. When you are young and building wealth, the most powerful factor is how much you are regularly contributing and how early you start. If you choose to take on more risk and start investing in individual stocks, make sure you do your research, pay attention to your holdings, do not allocate too much of your portfolio into any one stock and try sticking with large stable companies. 

I hope you found this helpful and best of luck!

May 2017
    Investing, Stocks
What books do you recommend for security and market analysis?
40% of people found this answer helpful
May 2017
    Investing, Asset Allocation, IRAs
Is a brokerage account or Roth IRA a better liquid investment account?
57% of people found this answer helpful
April 2017
    Stocks, Taxes
Are profits from options trading subject to a FICA tax?
April 2017
    Banking, Career / Compensation
Should I open a bank account simply for the bonuses and close them right after?
60% of people found this answer helpful
April 2017