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Investment Management

INVESTMENT MANAGEMENT


Strategy

When we manage your investments, we analyze your risk tolerance, time horizon, and goals to develop a well-diversified portfolio to meet your needs.

Our goal is to be very transparent.

User Experience

We explain our core investment philosophy, informed by academic research – so that you will understand the investment decisions made. And we assist clients in understanding how we navigate through changing and sometimes volatile markets to your financial security.

Design

We act as a fiduciary, meaning: We are obligated to put our clients’ interests first.

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Allen Wealth Advisors provides comprehensive investment management services. Our aim is not just to meet but exceed our client’s financial goals – providing peace of mind and the potential for financial growth in the ever-evolving markets. 

We achieve this through a combination of defining clear investment objectives, strategic asset allocation, consistent monitoring; and the integration of our philosophy, process, and people.

Investment management involves the professional management of various securities (stocks, bonds) and assets (like real estate) to meet specified investment goals for the benefit of the investors. At Allen Wealth Advisors, our role as investment managers encompasses a broad range of activities including detailed analysis, asset selection, stock selection, and plan implementation. The ultimate goal is to generate maximum returns or achieve specific investment objectives, balancing risk against performance. 

We understand that the key to successful investment management is in maximizing gains from winning trades and minimizing losses, irrespective of the market’s direction. This approach requires a deep understanding of risk management and a solid grasp of diverse investment vehicles. Join us as we unravel the intricacies of investment management – providing insights into how it shapes the financial world and empowers investors to achieve their financial goals. 

At Allen Wealth Advisors, investment management does not stop at asset allocation. Monitoring and re-balancing the portfolio is a continuous responsibility as market dynamics shift and changes are made in the investor’s objectives. Given the volatile nature of markets, staying attuned to economic indicators and adjusting the investment strategy accordingly is part of our expertise. 

As investment managers, the Allen Wealth Advisors skillset is not limited to selecting assets. It extends to constructing a portfolio that outperforms benchmarks – leveraging our market insights, and analytical capabilities. Through disciplined strategy and continuous monitoring, investment management plays a pivotal role in helping our clients navigate the complexities of the financial markets and achieve their investment objectives. 

Kay Allen CFP - Allen Wealth Advisors
KAY ALLEN CFP®

We have a fiduciary obligation to our clients. Our goal is to provide the highest quality advice and service to help you meet your needs and goals.

Founder, Allen Wealth Advisors

Comprehensive Financial Planning

At Allen Wealth Advisors, we get to know you and your unique situation – as well as your goals for the future. We assess your current situation and provide you a roadmap to help you achieve your personal goals.

Financial Planning for Women

We work with our clients to educate them regarding financial planning and investments. And then we find the best solution for the unique needs of each individual.

Investment Management

When we manage your investments, we analyze your risk tolerance, time horizon, and goals to develop a well-diversified portfolio to meet your needs. Our goal is to be very transparent.

Retirement Planning

Many people come to us as they approach retirement with an array of retirement benefits acquired during their careers. We help our clients make sense of all available financial tools.