Allos Investment Advisors, LLC

Allos Investment Advisors, LLC is a registered investment adviser established in October 2010 and is a wholly-owned subsidiary of Searcy Financial Services, Inc., founded in 1976. Allos offers investment management services to individuals, trusts, estates, charitable organizations, and businesses, focusing on custom portfolio management on a discretionary basis. The firm emphasizes long-term investment horizons and primarily recommends allocating assets among exchange-traded funds (ETFs) and mutual funds. Allos may also include individual securities in portfolios and employs a comprehensive due diligence process for selecting investments. Regarding fees, Allos charges investment management fees based on a tiered schedule ranging from 0.40% to 1.90% annually, depending on the assets under management. The firm also offers financial planning services for a subscription fee of $150 per month. Allos does not charge performance-based fees and does not manage proprietary investment funds. Clients have full control over their accounts and must select a qualified custodian to hold their assets. Allos does not accept proxy voting responsibility for clients' securities. The firm does not engage in soft dollar programs and does not receive compensation for client referrals. Allos maintains a Code of Ethics and acts as a fiduciary, always prioritizing clients' best interests. The firm does not have any disciplinary events, bankruptcies, or financial compromises. Allos encourages annual reviews of client accounts and provides transparent communication with clients.