Our Strategy

Our Investment Philosophy

Starts With You

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Our Strategy
  • How We Tailor Your Strategy

  • Our Investment Philosophy

  • Your Financial Roadmap

How We Tailor Your Strategy

It all starts with meeting you. Financial roadmaps and investments are never one-size-fits all.

We always start with a discovery meeting. We want to know your story, your goals, your current financial situation, your family. We also want to know about your financial and investment history, and future financial goals.

Identifying and prioritizing what matters most to you is part of building trust. The more we understand your financial situation and goals, the better equipped we are to help you build your financial plan

You can call our team for investment management—and more: 

  • Significant life events
  • Retirement
  • Selling a business
  • Navigating challenging market events 

We build a personalized strategy flexible enough to change along with you.

Our Investment Philosophy

Long Term Focus

In the short-term, the market is driven by emotion, investor psychology, and a fair amount of randomness. Long-term, the market is driven by investment quality, income, and value. We choose a long-term view when we make investments for our clients. Long-term growth takes time. History shows that patience and paying attention to the fundamentals of investment result in solid performance.

Risk Management

Asset allocation—the mix between stocks, bonds, and cash—has the most impact on risk and returns. We determine an appropriate diversified investment portfolio based on your goals, time horizon, and risk tolerance. We want your input because the right structure depends on your specific circumstances. Our educational, in-depth process helps us determine the right investment mix for you.

Keep It Simple

Our industry has made the investment process more complex than it needs to be. We follow a smart approach to investing that focuses on quality, current income, cash flow, and valuation. Balance sheet strength and dividend yields serve as performance markers. We don't ask, "What is the best stock to invest in right now?" We take a long term view, do not focus on quarter to quarter performance, and believe in patience in investing.

Fee Based Structure

We are compensated based on the assets under management, rather than by commissions. We do not sell high cost insurance product or mutual funds that pay upfront commissions. This structure aligns our interests with our client’s interests and eliminates the incentive for trade activity or product selection based on payout. We are here to serve you.

Control Costs

Over time, minor differences in cost have a significant impact on your return. We avoid high cost mutual funds and insurance products. Instead, we focus on individual securities and low cost mutual funds to reduce what you pay. Assuming a 5% return, saving 2% on fees for a $500,000 investment could provide $58,000 of annual income for 20 years. Make your money work for you.

Your Financial Roadmap

We believe you deserve a comprehensive financial plan or roadmap from a trusted, local advisor who is committed in your best interest. A roadmap reflects your goals—including your needs, wants and wishes. A roadmap has milestones to help you get your destination

We believe you deserve a comprehensive financial roadmap from a trusted, local adviser who is committed to working in your best interest. We meet with you periodically to review your financial plan and your investment portfolio. This process lets us you know you are on track and reflects changing goals and priorities

At Allied, we learn your story to help you build the future you see when you close your eyes.

Our Services

At Allied, we value relationships.

Secure Your Future

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