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Investment Planning & Portfolio Management

The world of finance, investment planning, and portfolio management — much like life itself — is full of choices.

There are so many options and sources of information available amidst the noise of social media and the digital age, how does one make sense of it all? With Allen & Company, you’ll have a firm near you that goes past the clutter to help you focus on your specific financial needs — with a personal touch.

How our financial advisors work with you

Our financial advisors work with you one-on-one to develop an investment strategy that helps plan for your future. Whether you need to create your first financial portfolio, consolidate your investments, or need assistance managing your investment portfolio — we can help.

It starts with a portfolio analysis

First, you’ll have a financial consultation with your dedicated investment advisor. From this, your financial advisor will create a portfolio analysis; this helps you develop a deeper strategy for diversification of your assets. Furthermore, the portfolio evaluation provides you with a detailed and comprehensive analysis, to help you with portfolio management down the line.

By combining both qualitative and quantitative data, your financial advisor determines the rate of return, level of risk and volatility, and amount of correlation among your assets. Your advisor will also determine if your portfolio’s overall performance is in line with expectations — and help discover key performance drivers.

An ongoing relationship

At Allen & Company, we put people first — it’s key to investment planning success, and seeking financial freedom for our clients. Your financial advisor will help track your progress over time. This enables them to adjust your financial plan to meet your changing needs. Regular portfolio reviews with your advisor ensures you’ll on course to meet your long-term financial goals.

Meet or contact our local, Florida-based financial advisors — in either our Lakeland, Winter Haven, or Space Coast offices — to set up your first consultation.

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