Account Access

I will review your current portfolio to identify gaps or deficiencies, based on your goals, that are not in alignment.

Throughout our partnership, we will connect to realign and adjust your targets as necessary.

With my knowledge of your needs, goals and resources, the proposed analysis we have agreed upon will be executed

We will discuss and formulate a plan to match your objective and financial ambitions for the future.

ASSESSMENT

  • Portfolio Construction

  • Strategies for Highly           Concentrated Portfolios

  • Estate Legacy Planning

  • Investment Management

  • Financial Strategies

IMPLEMENT

​ Services

PLANNING

Alec Horley began his advisory and financial planning career in 2005.  Since then, he has set himself on a mission to put his clients’ needs and goals first.  Living and working with this mindset has helped Mr. Horley build long term relationships based on trust, respect and results.  Mr. Horley is elated to be at Accumulus, giving him the ability to discover the clients’ needs and then be able to provide with a very broad array of options and resources.  With an educational background in Economics and Business Administration, Mr. Horley ardently analyzes the global marketplace and regulatory environment while taking great strides to make sure the client is kept abreast of market changes, portfolio evaluations and performance.  In addition to his past business successes, Mr. Horley has been named in Portland Monthly Magazine as a Five Star Wealth Manager* from 2013-2024.

In his spare time, he actively volunteers and supports the Sport Outreach Institute, a non-profit group with the goal of providing food and practical job training to some of the poorest communities around the world, and the Shadow Project, a partnership aiding children with learning disabilities.  He is a Member of the Rotary Club of Portland acting in the capacity of Chairman for it's Charitable Trust Investment Committee and also a Member of the Multnomah Athletic Club's Investment Committee.  

Alec spends his personal time with his wife and four children.  He is an avid runner, hiker and bicyclist.  He also enjoys fishing, crabbing, camping, basketball, tennis, baseball and golf. 

He welcomes all questions and communication from current and potential clients, so please never hesitate to reach out and connect.

 
*Awards based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023 and 2024 Five Star Wealth Managers.

Diligence

Alec Horley, CFP®

LPL Investment Advisor Representative

Toll Free: (855) 606-5480 ext 402 Direct: (971) 266-5919

Fax: (971) 407-4753
 

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