An investment strategy that brings you financial peace of mind.

As a fiduciary, our process starts and ends with your best interests at the core of what we do.

Allegiance endeavors to provide exceptional services at an economical cost. All else being equal, the less you pay in fees, the better your potential returns will be. Because we manage your portfolio as an independent investment advisor and are not affiliated with any providers of financial products, we believe we are able to offer unbiased recommendations and strive to guide you to lower-cost investment alternatives.

We invite you to compare our services to your present arrangement and offer a complimentary one-hour consultation to discuss your needs and requirements.

Step 1: What Does Money Really Mean To You?

Our process begins with a clear discussion about where you are today and where you’d like to be tomorrow. It doesn’t get any more important than that. Money is simply a vehicle to achieve what we want out of life and while we all have many commonalities, each person is different -- we want to know what makes you unique!

Step 2: Assess Asset Allocation Strategies That Align With Your Goals

Once we mutually agree on what your goals are, we’ll work together with you to create a customized asset allocation policy that will set you on the right path. In other words, we will create a plan for how your savings and investments can be invested among various types of securities to build a diversified portfolio aligned to your objectives. Doing so provides a basis for making reasonable expectations for future results and helps to quantify investment risk based on your risk tolerance and time horizon.

Step 3: Custom Design An Investment Strategy Expressly For You

When an appropriate asset allocation plan is agreed upon, we will then assist you with selecting suitable investments. We are a ‘fee-for-service’ investment advisor and, as such, we most often recommend no-load low-cost traditional mutual funds and more recently exchange-traded funds (ETFs). 

Our ability to work independently means that our investment recommendations are free from conflict and you will have an investment strategy custom-tailored for you that is not biased by any outside factors. For experienced investors, we are also able to assist with investments in individual stocks, bonds, and options. Our recommendations are based on fundamental research and by using technical analysis.

Step 4: Monitor, Review, Adjust

Life does not happen in a vacuum. Our personal goals change, and whether we like it or not, the market does too. We continually monitor the relative performance of your investment portfolio and believe superior results are achieved by actively monitoring current asset allocations and rebalancing when needed. 

Rebalancing is simply a method of realizing a portion of the gains from securities that have outperformed on a short-term basis and using the proceeds to add to areas that have underperformed and that may offer a better value, and greater future return possibilities, as the normal economic and business cycles progress.

We will calculate and implement adjustments to your asset mix as needed to stay on target and intensively monitor your account seeking to optimize your portfolio’s results over time. Portfolio reviews are conducted on a quarterly basis and comprehensive, easy to read, reports are provided to our clients that will include detailed performance data.


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