A complete list of active advisors currently associated with M. E. Allison & Co., Inc.

Warmer can help you find a great advisor at M. E. Allison & Co., Inc. or one who fits your needs even better.

M.E. Allison & Co., Inc. serves individuals (including high net worth clients), trusts, estates, retirement plans, and institutional accounts, offering financial planning, discretionary and non-discretionary portfolio management, and 401(k) consulting. The firm also provides referrals to third‑party investment advisers and facilitates access to separately managed accounts, mutual fund/ETF strategies, and multi‑manager solutions. The firm combines in‑house discretionary portfolio management with third‑party manager relationships through a custodian platform (FMAX/Envestnet), using SMA, mutual fund/ETF, and multi‑manager implementations as well as adviser‑directed models. Investment methods include fundamental and technical analysis as well as cyclical/charting approaches, and the firm operates proprietary model strategies that use sector‑weighted ETF allocations and option overlays such as call‑writing. What distinguishes M.E. Allison from many multi‑team peers is its continued broker‑dealer and municipal finance heritage: it is also a registered broker/dealer and municipal advisor and performs municipal underwriting and municipal bond strategies in addition to advisory services. The firm’s dual roles (including registered representative activity and insurance licensing that can generate commissions or 12b‑1 payments) and its use of both third‑party fee‑sharing arrangements and proprietary option‑supplemented models are less common among peers and create potential conflicts the firm discloses and manages.

To learn more about the advisors currently working at M. E. Allison & Co., Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.