Allen Financial
Our Investment Policy
DIVIDEND / CASH FLOW DISCIPLINE
Allen Financial will diversify amongst asset classes that can help provide income.
Blue Chip stocks
REITs
Convertible Bonds
Municipal Bonds
Preferreds
Global Bonds
Corporate Bonds
WEALTH PRESERVATION / DISTRIBUTION PLANNING
Once the preservation of wealth becomes more important than growing it, other strategies may come into play. Allen Financial uses an innovative process to measure each clients' need for retirement income, and provides guidance on how to combine the appropriate products and strategies to help maximize income during retirement.
Fixed Immediate Annuities
Annuities
Bonds
Brokered CDs
TACTICAL ASSET ALLOCATION DISCIPLINE
Allen Financial will use Relative Strength to overweight the strongest asset classes and underweight the weakest. We will always diversify among the various asset classes.
Large growth
Large value
Midcap
Small cap
International
cash
We will assess risk at ALL times.
Raise cash when risk levels are high
Reinvest cash when risk has diminished
Be bullish at the bottom of markets and bearish at the top
Past performance does not guarantee future results. Asset allocation and diversificaiton strategies do not guarantee profit or protect against loss.