Let Us Help You
Navigate Your Future
Let Us Help You
Navigate Your Future
Navigate Your Future
Navigate Your Future
Managed Asset Program (MAP) is a custom tailored account designed around your current and future needs. We will create an investment strategy based on your individual requirements. This is done by utilizing a sophisticated method of combining different classes of investments that accommodate your risk/reward criteria. We will assist
Managed Asset Program (MAP) is a custom tailored account designed around your current and future needs. We will create an investment strategy based on your individual requirements. This is done by utilizing a sophisticated method of combining different classes of investments that accommodate your risk/reward criteria. We will assist you in building a diversified investment portfolio and at the same time assess the correct amount of risk you should be subject to.
We start by clarifying our fee structure and explaining the different ways we can help. Then we analyze your goals and compare them to your current portfolio. Next we recommend an investment strategy designed to meet your risk tolerance.
We are a father and son team who have over 40 years of combined experience. We limit the number of clients so that each one can get the individual care they need. Discretion is a top priority to us because we know it is to our clients.
Mark received a Bachelors degree in Finance with an emphasis in Financial Analysis from Benedictine University and followed that up with a Masters in Business Administration (MBA). Mark has worked in this field since 1996 and started Mark Allan Capital Management, LLC with his father in 2001. Mark has experience with many different types of financial instruments and will use all modern means to provide each client with the highest degree of individual attention.
Al received his Bachelors degree from Northern Illinois University in Finance. Al has worked in this field since 1973 and started Mark Allan Capital Management, LLC with his son in 2001. Al has experience with all types of investment tools from futures to credit instruments and will work with each client to develop a strategy that fits their personal needs.
It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
3738 Alma Hatchery Road, Salem, Illinois 62881, United States
Copyright © 2023 Mark Allan Capital Management, LLC. - All Rights Reserved.
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