Your Financial Prosperity
Starts with the Right Vision
Your Financial Prosperity
Starts with the Right Vision
What Makes Us Different
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Independence- No proprietary products,
no quotas just a focus on you and your goals
with a simple fee structure to give you
maximum transparency.
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Research and accountability- We don't use third party investment managers. All our portfolios are comprised of investments we have selected using our investment process and extensive research.
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Fiduciary Standard- We are fiduciaries
not brokers. This requires us to put your
interests above our own.
Mike Allison
Managing Director
Experience
Mike has more than 20 years of public funds investment experience.
His experience includes the Director of the Lone Star Investment Pool a $7 billion dollar government investment pool. In addition, Mike was the head of
Public Funds Banking at Capital One Bank in Texas. Finally Mike has provided the state mandated Public Funds Investment Act training to thousand of
Investment Officers in the state of Texas.
Contact Me
Find your way to a happier financial future
940.248.9948
1528 Valley Creek Road
Denton, Tx. 76205
Mike Allison