What We Do

We are a fee-only investment management firm. We do not sell any products and so we have no conflicts of interest. Because we have no minimum initial investment requirement and manage money in a proactive manner, we are a good fit for most people looking to delegate the management of their accounts to a knowledgeable firm.

The majority of people seeking help with their investment management find that they don’t meet the required minimums to become a client of the top wealth advisors. Allos Investment Advisors offers fee-only investment management with no minimum initial investment requirement because we don’t want to see anyone make unnecessary financial mistakes before they have amassed significant wealth.

What are your financial worries? Allos Investment Advisors actively manages money on your behalf, with your risk tolerance level as our guide, so you can trust your finances are being attended to with care. We have also created a resource network to make sure you are covered in all related areas of financial planning that are important to you and your family. It’s time to take action and leave the worries behind.

We understand that choosing an investment advisor from the multitude of options can be a daunting task. We believe the following characteristics will help you distinguish Allos from the crowd:

  • Proactive, discretionary investment management
  • Conflict free, client-centered focus
  • Complete transparency in our fees and actions
  • Institutional, low cost investment selections
  • Web-based, easy to understand statements and reporting
  • Every client treated equally, receiving the same experience and care

Allos+ Financial Planning 

Do you have questions about your financial future that go beyond your investment portfolio? Would you like to work with an advisor on financial planning issues such as:

  • Identification of financial goals
  • Assistance with budgeting and cash flow planning
  • Retirement income planning
  • Education expenses planning

We’ll work together to tackle your biggest financial planning needs, so you’ll be prepared to make goal-oriented decisions.

Allos+ is offered as a subscription service. If you want to make financial planning a priority in your life, let us know you’re ready to get started!

Retirement and Education Funding App

Download our FREE app for your SmartDevice, available on the Apple and Android market – this interactive calculator shows how various sources of income could affect your needs and wants for retirement or college planning.




Allos’ portfolios are constructed from exchange-traded funds and mutual funds.