Evaluate your emergency reserves, tax situation, and debt to tailor the appropriate investment strategy for you.
Define what Financial Freedom looks like for you and analyze how your investments can help you get there (and stay there).
Determine your risk tolerance by measuring your ability to stay disciplined during market movements.
Assess overall market strength using top-down, macroeconomic analysis to try to anticipate future major market trends.
Screen thousands of investment options, striving to optimize risk/reward characteristics.
Calculate an optimal asset allocation, aiming for true diversification with securities of noncorrelated asset classes and sectors.
A living cycle of carefully-curated assets that is aligned with your unique #FinancialFreedomVision.
CIO & Co-Founder
martin@allgenfinancial.com
Trader
Investment Analyst
