Firm Overview

Established in 2004, The William Allan Corporation is an SEC registered independent investment advisory firm committed to a singular mission: empowering our clients to achieve their financial aspirations through sustained capital growth and income. Serving a diverse clientele of over 200 individuals, families, businesses, trusts, and nonprofit organizations, we pride ourselves on personalized financial solutions tailored to meet specific goals.

Our investment philosophy is grounded in decades of practical experience. Before founding William Allan, our team collectively spent twelve years managing The Westmoreland Group, a private equity group specializing exclusively in capital appreciation. This foundational strategy continues to shape our approach today. With more than 30 years of investing in stocks, we have adeptly navigated through significant periods of volatility, including six major market corrections. While the future remains unpredictable, our steadfast belief in disciplined investing, coupled with patience and perspective, consistently yields enduring outcomes.

At William Allan, every client relationship is valued as a partnership. We invest alongside our clients, aligning our personal financial stakes with the portfolios we manage. This unwavering commitment underscores our confidence in our process and reinforces our dedication to your financial success.

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Meet the Team

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Jason Crawshaw CEO/President/CPA

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Marcus Crawshaw
Chief Investment Officer

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Jeannette Crawshaw, CPA
Director of Operations

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Andrew Moretine
Associate Advisor

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Ryan Helzer
Finance Operations Specialist

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John Crawshaw
Technology Development

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Victor Crawshaw
Technology Development

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Ian Bearss
Brand Development