At a Glance
Making William Allan Different
You’re not forgotten. Several William Allan clients have come from larger investment firms who focus on new business instead of servicing existing clients. William Allan’s culture makes it possible for all clients to get the attention they deserve.
Well-Rounded Advice. Your portfolio manager holds a Certified Public Accounting license (“CPA”), and has worked in several different facets of the financial services industry. This experience is evident in the strategies used by William Allan, which are about more than just buying and selling stocks. Such things as account structure, tax consequences of investment decisions, account types, and the use of income securities can be a very important part of your investment process. William Allan takes all relevant aspects of your portfolio into consideration when managing your assets.
Easy to understand and work with. William Allan’s philosophies and strategies are fundamental and easy to understand. Moreover, they’re explained to clients. You will not be left guessing how your assets are being managed. William Allan understands that investment management is as much about building relationships as it is managing assets to get results. It’s this approach to business that makes it easy for you to call, fax, write, or email your advisor anytime when you have a question or concern.
Fee Only. One rate, one way of charging that rate. No hidden fees, no commissions, no break-points, and no “programs”. William Allan’s fees are charged in arrears, not up front.
Excellent reporting. Have you ever received a statement from your broker or investment advisor and you can barely figure out what type of investment you own? That does not happen at William Allan. Our proprietary reporting system provides clear, concise, and relevant information to our clients in a format that is easy to understand. Reports are sent to clients each quarter, but can also be requested for any day if you have a special situation, such as providing financial statements to qualify for a home loan.
Aligning Our Interests. William Allan earns its revenue based on a fee for the percent of assets managed in your accounts. Therefore, William Allan’s interest is aligned with your interest, which is to see your assets grow. Too many financial products are masked as services now. Annuities and mutual funds are managed assets that have a place, but often they are sold through channels that charge an upfront commission. The job of an investment advisor is to help your assets grow, and that’s tough to do if the first transaction in the relationship is a commission that shrinks your portfolio!
