Our Qualifications

Our Qualifications

Bruce G. Allen founded Bruce G. Allen Investments, LLC, in September 2004. Prior to that, he worked for RBC Dain Rauscher in Boulder, Colorado.  He has been serving clients for over twenty-four years.  He works primarily with high-net-worth individuals and families to help them meet their financial goals, which generally include saving for a comfortable retirement, funding their children’s education, and preserving their wealth for future generations.  He also works with foundations and endowments to help them manage their assets.

Bruce graduated from Colorado College in 1985 with a bachelor’s degree in history.  In 2002, he earned his Certified Investment Management AnalystSM (CIMA®) designation.  The industry recognizes the CIMA® designation as the highest standard in consulting expertise.  The CIMA® designation represents the highest level of credibility, integrity, and—most important—knowledge.

Bruce also works with local and national media outlets.  He frequently appears on channels 4, 7, and 9, as well as 850 KOA, to comment on current financial news and what it means to investors.  He has also appeared on national media outlets, including Bloomberg News and Bloomberg Radio.

Bruce Allen is registered as a General Securities Principal and an Investment Advisor Representative with M.S. Howells & Co., member FINRA, SIPC. Advisory services offered through Bruce G. Allen Investments, LLC, a Registered Investment Advisor. M.S. Howells & Co. and Bruce G. Allen Investments, LLC, are not affiliated.

Investment Management Consultants Association is the owner of the certification mark ”CIMA®,” the service marks “Certified Investment Management AnalystSM,” “Investment Management Consultants AssociationSM,” and “IMCASM.” Use of CIMA® or Certified Investment Management AnalystSMsignifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for investment1management consultants.

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