![Martin Allen](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Martin Allen
Fondateur chez
Sterling Wealth Management, Inc.
Finance
Profil
Martin P.
Allen has held the title of Chief Operating Officer at Sterling Wealth Management, Inc. since 2004, which is the year he founded the company.
Postes actifs de Martin Allen
| Sociétés | Poste | Début |
|---|---|---|
Sterling Wealth Management, Inc.
 Sterling Wealth Management, Inc. Investment ManagersFinance Sterling utilizes a consultative approach to financial and investment planning. Their philosophy and strategies are based on the precepts that risk and return are related, over the long-term markets are efficient, diversification is essential and should be global in nature, identifying and capturing the dimensions of meaningful risk factors, and costs to invest should be minimized. The firm uses asset allocation strategies for portfolio management, seeking to diversify client portfolios across and within various asset classes. | Fondateur | 01/01/2004 |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 1 |
|---|---|
Sterling Wealth Management, Inc.
Sterling Wealth Management, Inc. Investment ManagersFinance Sterling utilizes a consultative approach to financial and investment planning. Their philosophy and strategies are based on the precepts that risk and return are related, over the long-term markets are efficient, diversification is essential and should be global in nature, identifying and capturing the dimensions of meaningful risk factors, and costs to invest should be minimized. The firm uses asset allocation strategies for portfolio management, seeking to diversify client portfolios across and within various asset classes. | Finance |
