Diversified Wealth Management Team
We provide you with an unobstructed view of the marketplace, unencumbered by the typical conflicts, and putting your interests first is more than just a worthy ambition, it is our duty.
*Available only to our Accredited and Qualified Investors.
**Investment Advisory Services offered through First Allied Securities, Inc. an SEC Registered Investment Advisor. Please contact us for our Form ADV Part II.
Over the past two decades, Yale reduced dramatically the Endowment's dependence on domestic marketable securities by reallocating assets to nontraditional asset classes. In 1989, 70 percent of the Endowment was committed to U.S. stocks, bonds, and cash. Today, target allocations call for 11.5 percent in domestic marketable securities, while the diversifying assets of foreign equity, private equity, absolute return strategies, and real assets dominate the Endowment, representing 88.5 percent of the target portfolio.
The heavy allocation to non-traditional asset classes stems from their return potential and diversifying power. http://www.yale.edu/investments/YaleEndowment09.pdf
Greater independence and more transparency
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Asset Management
Successful investing involves time, discipline and a carefully selected balance of investment vehicles. Asset management is one of the most important investment strategies.
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For Immediate Release
Dennis Thurman with First Allied Securities, Inc. has been awarded the Certified Wealth Strategist® designation.
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For Immediate Release
Dennis Thurman, CWS® was recently recognized once again by his brokerage firm, First Allied Securities, Inc., as one of their premiere advisors. One of an elite group of only 50 in a field of 1000 advisors, Mr. Thurman was selected based on his leadership, client service, financial success and adherence to professional practice management.
