Enabling people to plan life well through smart & thoughtful financial guidance.

Our Investment Philosophy

PLAN. PROFIT. PROTECT.

Committed to their financial well-being, our solitary goal is to help our clients create the life they want, with the preservation of their savings being paramount. As such, we are committed to investing their hard-earned savings in suitable, best-in-class investment strategies that will preserve and grow their wealth over the long term.

How do we do it? In addition to investing in economic sectors that show strength with positive momentum, we employ a proven variety of tactical asset allocation strategies such as the use of cash-like investments during times of uncertainty. We are students of Benjamin Graham (Warren Buffett’s pedagogue) who believed “management of risk is more important than management of returns”.

While implementing our proactive investment management approach, we focus on
measured risk, consistent returns and
effective execution.

As Seen & Heard On:

Testimonials

“Seth Allen has been managing our family’s financial future since 2010. He and his team are incredibly hardworking, dedicated to service and have demonstrated they are more than capable of successfully navigating these ever-challenging financial markets. As a result, I have not hesitated to recommend his firm to family, friends and business associates.” - BL

“We have been working with Seth Allen and his team for 14 years. Being in business myself I appreciate not only the dedication and thoughtful attention paid to my family’s well-being, but also helping us to navigate volatile markets while ensuring our financial needs are met. Their work is professional and delivers results. I always feel confident in referring my friends and business associates over the years as I know they are in capable hands.” - KB

“Seth is a generous supporter of Dixon Transition Society and has been donating to Dixon since 2010. It matters to him to invest in Dixon, not just financially, but also by providing advice and connection when needed. He cares deeply about breaking the cycle of violence, and supporting women and children in rebuilding their lives.” – Pany Aghili, Executive Director, Dixon Transition Society