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Allen Financial Wealth Management

Allen Financial Wealth Management

(503) 362-5554

What is Allen Financial Wealth Management’s Investment Protocol?

Based on your financial plan, we strive to create a portfolio that will apply an appropriate balance between risk and return. We employ a strategic asset allocation strategy, coupled with tactical research that emphasizes portfolio re-balancing and mid to long-term market trend analysis. With the help of independent, LPL research, we carefully select from the thousands of investment management possibilities available today to build a portfolio that meets your needs.

No strategy assures success or protects against loss. Asset allocation does not ensure a profit or protect against a loss.  Please note that rebalancing investments may cause investors to incur transaction costs and, when rebalancing a non-retirement account, taxable events will be created that may increase your tax liability.