Allan Flader
Allan is responsible for overseeing overall investment strategy, asset allocation and tax minimization strategies for the group. He assesses the risk tolerance of
each individual client and determines the appropriate strategic or tactical model for client portfolios. With more than 30 years of experience, Allan is one of roughly
7,300 Certified Investment Management Analysts (CIMA®) nationwide, earning the distinction through the University of Pennsylvania’s Wharton School of Business.
Allan holds the Accredited Investment Fiduciary® professional designation, awarded by the Center for Fiduciary Studies which is associated with the University of Pittsburgh. He has received formal training in investment fiduciary responsibility.
