Serving as a fiduciary and deriving compensation on a fee-only basis, Allos Investment Advisors, LLC provides actively managed investment portfolios suited to your unique needs as an investor. Allos’ portfolios are constructed from exchange-traded funds, mutual funds and/or individual stocks. We typically utilize institutional shares of mutual funds that might not otherwise be available to retail investors without meeting very high minimum investment requirements. Investment decisions are made strictly with our clients’ best interests in mind.
· Allos is a fiduciary and is legally bound to put your interest ahead of our own.
· We have no conflicts regarding the investments we utilize.
· Allos does not receive payment from commissions, spreads or any investment products we offer, only a fee based upon how much you invest.
· There is no required minimum account size in order to engage our services.
· We believe that investors should focus both on preservation of wealth and growth of that wealth over time so we utilize an active, tactical investment management approach.
· We believe in diversification and use risk-based portfolios designed to help meet each investor’s unique needs.
now to find out what portfolio or group of portfolios is best suited for your risk tolerance. Begin your journey to financial independence today.