Investment + Wealth Management
Allegra Financial is a resource for objective and independent investment advice. As independent investment advisors, we can choose from a broad selection of investment managers with various styles, from traditional stocks and bonds to those that manage alternative investments. Our network of sources are highly qualified and experienced in handling the opportunities and obstacles presented to the affluent.
Think of us as the captain of your team. We execute the call, supervise and make the appropriate adjustments to help you reach your goals. Our research and market analysis enable us to select a mix of money managers to encompass many classes and styles. We employ our due diligence to wisely select money managers that understand and support your individual asset allocation strategy while keeping within your comfort level of investment risk.
We feel that active asset allocation is the best strategy to achieve superior performance while reducing volatility. In an effort to adapt to the dynamic state of the market, we continually monitor each manager to ensure that the diversification of your portfolio is supported with the most qualified professionals available.
Our relationship with our clients is the core of our business. It is important to us that you understand your options and the implications of decisions that are made to your asset allocation plan. We believe that keeping you involved in your account contributes to your success. For this reason we meet with each client at least quarterly to review statements, portfolio performance, financial markets and manager commentaries.
Allegra Financial's investment approach rests on the foundation that diversifying among asset classes assists in reducing risk and helps individuals realize their financial objectives.
We begin by developing an asset allocation plan that balances a client's overall financial objectives with individual attributes including risk tolerance, income requirements, liquidity requirements and time horizon.
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*All Investing involves risk including the potential loss of principal. No investment strategy such as asset allocation or diversification can guarantee a profit or protect against loss in periods of declining values. Past performance is no guarantee of future results. Please note that individual situations can vary.
*Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. Securities sold or redeemed prior to maturity may be subject to a substantial gain or loss. In general, the bond market is volatile as prices rise when interest rates fall and vice versa.
*There can be no assurance that alternative investments will be profitable and will even outperform asset classes correlated to the stock and bond markets. These strategies are not suitable for all investors and may be offered only to clients who meet specific suitability requirements, including minimum net worth tests. Investors should consider the special risks with alternative investments including limited liquidity, tax considerations, incentive fee structures, potentially speculative investment strategies, and different regulatory and reporting requirements.