William Allan Investment Approach is a Long Beach-based investment firm that offers two distinct strategies to help individuals and institutions achieve their financial goals. Their approach involves utilizing stocks to build wealth during the investing and saving years, and introducing income-focused securities such as REITs, preferred stocks, utilities, and bonds to meet individual needs. With a commitment to true wealth building, tax analysis, and portfolio management, William Allan Investment Approach caters to clients who prioritize long-term success and personalized financial planning.
As a fee-only and independent investment advisor, William Allan Investment Approach operates under a fiduciary obligation to always prioritize the best interests of their clients. They charge a fee based on the assets under management (AUM) and work with clients from various backgrounds and life stages, although their investment management approach is best suited for portfolios with over $250,000. With a focus on retirement investing, their typical clients range in age from 40 to 60 and have multiple accounts that are managed as one portfolio. While they primarily use TD Ameritrade as their custodian, they also work with other custodians depending on the account type.
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