Meet The Team

Allan has been in the investment business since early ‘2000. He has always felt that most investors have too much risk in their portfolios because they have too much exposure to the broad stock market. He saw a need for better diversification and active management to help protect and grow their nest eggs. In other words, Allan believes that most portfolios – which are made up of about 60% stocks and 40% bonds – are not very effective in achieving the goal of capital preservation with decent returns.

Allan believes that it’s important to get to know our clients well and to work hard to make their ambitions a reality; so that is the first, and in some ways, the most important part of our process. Whenever we get together, we will be very interested to learn more about a client’s story and what’s most important to them. His experience and love for people also allows Allan to be a trusted advisor and coach in all areas. He just enjoys helping others to pursue their meaningful goals and seeing them and their families thrive.

When not busy serving our clients or studying the world economy and investments, Allan enjoys spending time with family and friends, attending church activities, leading a men’s group, and competitive water skiing.