ALLEGORY ADVISORY

Overview

Allegory Advisory is a small, independent registered investment adviser operating as a limited liability company and focused on individual and family clients. The firm provides financial planning and portfolio management for individuals and small businesses, billing clients on a percentage-of-AUM basis and with the option for hourly charges. Allegory positions its portfolios around public funds and mutual funds for core exposures while also making selective use of third-party alternative managers in hedge funds, real estate and commodities to broaden return sources and manage risk. The adviser is not an active ESG investor and does not report multi-state adviser status or pension consulting services.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices