Allen Capital Management is a Registered Investment Advisor with the SEC and regulated by the federal government. We believe in disciplined and independent investment analysis, diversification and strategic asset allocation. Using independent research, we manage your assets to meet your cash flow and growth objectives, and to dovetail with your tax, retirement and estate planning strategies. Moreover, at your direction, we can develop a plan of action that avoids investments inconsistent with your social and personal beliefs.

While others may use the same formula for all their client portfolios and use their access to you to sell financial products, our approach is different. We never make commissions by selling mutual funds or other products to our clients. Our only source of revenue is the fees we receive directly from our clients.

Investment Philosophy

The time we take gaining a thorough understanding of your financial situation, your tolerance for risk and your investment goals is the most valuable time we spend. It helps us to create an investment plan and portfolio tailored to your needs. Then we personally and periodically review your portfolio to ensure it continues to be appropriate for your situation over time. 

Strategic asset allocation, rather than market timing, has a greater influence on investment returns over long periods. We believe in disciplined and independent investment analysis, diversification and strategic asset allocation. Using independent research, we manage your assets to meet your cash flow and growth objectives, and to dovetail with your tax, retirement and estate planning strategies. Moreover, at your direction, we can develop a plan of action that avoids investments inconsistent with your social and personal beliefs.

Strategic asset allocation and diversification are also essential to minimizing your vulnerability to market volatility. Overall portfolio behavior is monitored to ensure it remains consistent with your tolerance for risk. Our goal is to construct a portfolio that speaks to your particular needs. You can count on valuable and accurate statements that you can access through our secure client website or in a paper version.

As an RIA firm, we are regulated by the Securities and Exchange Commission (SEC) and required to submit regulatory filings. Below you will find the most up to date filings providing information regarding your relationship with Allen Capital Management should we serve as your advisor.

Allen Capital Management

701 Columbia Street, Suite 104
Vancouver, WA 98660
360-823-1041