Mission & Values
Integrity
Transparency
Advocacy
Our Values
Integrity
Business, like life in general, is all based upon quality relationships. In the fields of financial planning and investments, those relationships are based on trust. Like he does in his personal relationships, Bruce ensures that honesty and integrity are the guiding principles at Bruce G. Allen Investments, LLC. Together, honesty and integrity direct the culture of the business from the day to day operations, financial strategy meetings with clients and market transactions on behalf of those clients.
Bruce prides himself on providing insight that educates clients and doesn’t overwhelm them. He attempts to make sophisticated concepts understandable and meaningful to his client.
Each quarter, Bruce’s clients get a brief synopsis of their portfolio’s performance. The industry standard is no less than annually, but a quarterly report is very intentional for Bruce. Bruce’s approach to working with his client is very centered on clarity, not talking over his clients understanding and not overwhelming his clients with extensive briefs.
Bruce strives to be upfront and transparent as to how he is compensated when he is engaged by his clients.
Transparency
Bruce prides himself on providing insight that educates clients and doesn’t overwhelm them. His goal is to make sophisticated concepts understandable and meaningful to his client.
Each quarter, Bruce’s clients get a one-page synopsis of their portfolio’s performance. That’s right, just one page. That is unheard of when it comes to most financial statements, but it is very intentional of Bruce. Bruce’s approach to working with his client is very centered on clarity, not talking over his clients understanding and not overwhelming his clients with extensive briefs.
Bruce is also upfront and transparent as how he makes his money from the financial relationships with his clients.
“We are paid a fee that is based on the level of a client’s assets,” Bruce explains. “That fee fluctuates depending on our client’s portfolio value. So, as the client’s portfolio grows, the amount of our fee increases. When our client’s portfolio declines, the amount of our fee declines.
“We are paid a fee that is based on the level of a client’s assets,” Bruce explains. “That fee fluctuates depending on our client’s portfolio value. So, as the client’s portfolio grows, the amount of our fee increases. When our client’s portfolio declines, the amount of our fee declines.
Advocacy
Bruce witnessed the population of his hometown lose its financial future when a large employer couldn’t compete and became bankrupt. That shaped Bruce and at first, during his college years, he thought he would pursue a career as a prosecuting attorney.
“My goal was always to be an advocate and somebody who believes in being an advocate of people in order to make certain that justice is done,” Bruce says.
That passion for advocacy focused on helping people protect their income so that one day, they may achieve financial independence.
“It is becoming more and more essential for financial professionals to be an advocate for others as we become less of a society based on pensions,”
Bruce says. “Looking out for others is ingrained in me. I want to help others prepare for their futures while also navigating around any market obstacles or challenges that stand in the way of securing their financial future.”
Bruce says. “Looking out for others is ingrained in me. I want to help others prepare for their futures while also navigating around any market obstacles or challenges that stand in the way of securing their financial future.”
Our Mission
Our mission at Bruce G. Allen Investments, LLC is to help our clients become financially independent. Our firm listens to our clients and partners with them to develop and implement financial strategies that may help them achieve their goals.
Honesty, integrity and clarity are at the foundation of our role as our client’s investment adviser.
Socially Responsible Investing
“I am grateful to help my clients connect with like-minded companies and unleash the power of capital for good.”
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Securities are offered through M.S. Howells & Co. a registered broker/dealer and Member FINRA/SIPC. Investment advisory services are offered through Bruce G Allen Investments LLC. These entities are not affiliated and neither provide legal or tax advice. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Information is based on data gathered from what we believe are reliable sources. This material contains an assessment of the market and economic environment at a specific point in time and is not intended to be a forecast or guarantee of future results. Forward-looking statements are subject to certain risks and uncertainties. Actual results, performance, or achievements may differ materially from those expressed or implied.
Bruce is ready to listen & work with you to plan your next steps towards financial success.
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Contact Us
370 17th Street Suite 3580
Denver, CO 80202
Bruce G. Allen Investments is located in Denver’s Republic Plaza building at 370 17th Street. We are located in Suite 3580.
There is metered street parking and public parking areas & garages surrounding Republic Plaza.
Once you are inside the main lobby of our building, select an elevator that will take you to the 35th floor. We are located in Suite 3580.