Allen Investment Management

Overview

Allen Investment Management is an independent, owner-operated registered investment adviser serving individual and family clients with a fee model based on a percentage of assets under management. The firm focuses on financial planning and discretionary portfolio management for individuals and small businesses. Equity exposure is the central element of its strategy: exchange-traded equities are the dominant holding type and the firm prefers equity-oriented allocations over fixed income or cash positions. The firm does not present itself as an active ESG investor, and it is not structured as a multi-state or related adviser. Allen Investment Management does not act as a capital allocator running private funds; instead it places client capital into third-party managers and pooled vehicles when appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices