Approach

THE APPROACH

"Through the application of fundamental research, Allied searches for high quality investments with a focus on cash flow, for the long-term at discounted prices."

David Brandt - Founder

Investment Approach

Allied applies a rational, focused investment approach.

The investment process centres on extensive fundamental research of each investment.

The focus remains on providing consistent, long-term returns while minimizing risk.

Central to Allied's success is uncovering investments that produce stable, growing cash flow. It's believed that assembling a collection of these investments creates a powerful mechanism for wealth generation and preservation.

Investment Principles

Allied's core investment beliefs are what make up its investing constitution and underpin every decision made on behalf of the client. They are:

1. Focus on fundamentals.

2. Invest in quality.

3. Target the long term.

4. Stay fully invested.

5. Use proper diversification.

6. Focus on cash flow.

INVESTMENT WISDOM TO LIVE BY

"Wealth is the seed of wealth, if you don't plant it, it can't grow."

— A wise investor

“The four most dangerous words in investing: 'this time it's different.'”

— John Templeton

“The most important quality for an investor is temperament, not intellect.”

— Warren Buffet

Address:

200 - 5 Donald Street

Winnipeg, Canada R3L 2T4

www.alliedwealth.ca

E: info@alliedwealth.ca

P: 204-201-0800

© 2018 Allied Wealth Management Inc. - All rights reserved