Our Investment Policy

DIVIDEND / CASH FLOW DISCIPLINE

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Allen Financial will diversify amongst asset classes that can help provide income.

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• Blue Chip stocks

• REITs

• Convertible Bonds

• Municipal Bonds

• Preferreds

• Global Bonds

• Corporate Bonds

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WEALTH PRESERVATION / DISTRIBUTION PLANNING

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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.

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• Fixed Immediate Annuities

• Annuities

• Bonds

• Brokered CDs

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TACTICAL ASSET ALLOCATION DISCIPLINE

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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.

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• Large growth

• Large value

• Midcap

• Small cap

• International

• cash

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We will assess risk at ALL times.

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• 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.