Our Mission To provide our customers superior financial planning and investment management services, fostering opportunities for wealth and portfolio growth, while providing potential for social and economic returns for our clients.
Who We Are
Allen Financial Management, LLC, is a private, mission-driven financial planning and investment management company with clients in 12 states. Allen Financial Management’s President, Kenny Allen, has of over 9 years of experience in the industry. He led his former firm, DFC Financial Group Inc, to consistent asset growth from 2002 to 2010. In April 2010, Kenny Allen founded Allen Financial Management and has continued his rapid growth by providing financial planning and investment management services to people in in all walks of life. By operating a profitable, low overhead business in the investment advising market the company seeks to The company upholds a dual mission of providing quality portfolio management to individuals while operating an efficient, profitable business.
Why We Do It
At Allen Financial Management, access to personal financial advising without the conflict of high commission investment/product sales to the client is considered a right, not a privilege. We strive to know all our clients and advise them on how to manage thier assets properly. We pride ourselves on helping clients prepare for, execute, then reach their financial goals and objectives.
Our Clients
Allen Financial Management's customers are individuals and companies who have sought out independent planning and portfolio management services. Clients of Allen Financial have access to over 10,000 mutual funds, exchange traded funds, stocks, bonds, and money markets. Allen Financial Management desires to have a personal relationship with each client. As a result, Allen Financial is selective on who they take on as a client. Currently, Allen Financial manages 54 million dollars of portfolio assets on behalf of 149 clients as of May 4th, 2011.
Competitive Advantage and Profitability
Allen Financial Management embodies a profitable business model with four major components: low overhead, selective client base, effective use of technology and highly skilled/highly trained employees operating very efficiently. Allen Financial has operated at the low end of the portfolio management fee scale. Operating a profitable fee based advisory firm has allowed the company to truly advise clients without the conflict of high paying commission products. The company has also invested heavily in technology which allows them the access to effectively manage outside investment accounts, such as 401ks, 403bs, 457 plans.