This profile is unclaimed.
ClaimUnwavering commitment to our clients' prosperity
Allison Investment Management, LLC is a family owned private wealth management firm. We offer separately managed accounts to high-net-worth individuals whose investment portfolios exceed $500,000. Our firm was built on the belief that investors deserve a higher level of professionalism, ethical standards, and portfolio customization than what is offered by the conventional financial advisor/client relationship.
Our business model offers you direct access to the person who is responsible for making the investment decisions in your portfolio. There are no third party investment advisers or pre-packaged investment portfolios involved in our investment process. Your direct relationship with us increases trust and communication, offers a higher level of personal service, and produces an investment portfolio that is highly customized around your specific financial needs.
-
Min project size
Undisclosed
-
Hourly rate
Undisclosed
-
Employees
2 - 9
-
Locations
Columbia, SC
-
Year founded
Founded 2002
1 Locations
- Columbia , SC
Have you worked with Allison Investment Management, LLC.?
Share your experience working with Allison Investment Management, LLC. on a past project by leaving a review for buyers around the world
Locations (1)
Contact Allison Investment Management, LLC.
If you’re not seeing exactly what you need here, send this company a custom message. You can talk about your project needs, price, and timeline to get started on your project.
Sign in to see which brands trust Allison Investment Management, LLC..
Get connected to see updates from Allison Investment Management, LLC. like new case studies, latest reviews, their latest masterpieces in their portfolio, delivered straight to you.