ALLISON INVESTMENT MANAGEMENT, LLC

Overview

Allison Investment Management, LLC is an independent, individual-owned registered investment adviser focused on serving individuals and families with fee-based financial planning and discretionary portfolio management. The firm leans heavily toward equities as its primary allocation, running separately managed and custodied equity strategies alongside traditional mutual fund and annuity solutions. It operates with both percentage-of-AUM and fixed-fee billing, and has regulatory registrations that allow associated activity as a registered representative of a broker‑dealer and an insurance broker — a setup that supports integrated planning and product placement where appropriate. Investment activity centers on direct and exchange-traded equity exposure as the backbone of client portfolios, with active discretionary management for the majority of assets. The adviser does not present itself as a capital allocator or pension consultant, and it is not positioned as an ESG-focused manager. Its client base is concentrated on individual and family relationships and some small-business portfolio management engagements.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices