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Investments

Allegiance Retirement Solutions (ARS) follows a fiduciary standard. This means that we are required to put our clients’ interests ahead of our own. The team at ARS would not want it any other way.

Should you invest in Stocks, Bonds, Mutual Funds, REITS, Annuities, ETF’s, Limited Partnerships, CD’s, etc.? That is a great question. All of these investments have their benefits and drawbacks. We understand how each investment works and how it would benefit a specific client. We don’t only look at investments individually but how do they complement the entire portfolio.

At Allegiance Retirement Solutions we look for suitable investments, and then we put the investments together in strategic ways. We test our work using professional industry software. We look for risk vs return levels, costs, and expected rates of returns over longer periods of time.

ARS has access to tens of thousands different investments. Some are listed below:

Stocks

  • Growth
  • Value
  • Large
  • Mid-size
  • Small 
  • International 

Bonds

  • US Government
  • Corporate
  • Mortgage 
  • Municipal

CD's

ETF's

  • Domestic 
  • International 
  • Stock 
  • Bond

Mutual Funds 

  • Thousands of different funds
  • Hundreds of fund families 

Annuities 

  • Variable
  • Fixed
  • Equity Indexed 

REIT's 

  • Publicly Traded
  • Privately Traded 

And more...