Capital Allocation & Management, Inc.

Capital Allocation & Management, Inc. provides professional investment management and consulting services to independent financial advisors. It offers marketing support services, including reallocation letters and client notices, private label brochures, customized proposals and presentations, fund due diligence reports, and bi-quarterly investment posture updates. The company also provides reporting services, such as client account monthly statements and quarterly reports, as well as offers client account summary. It serves professional financial planners, public accountants, insurance executives, and high net worth investors through a suite of investment programs, market analysis, and proactive management and marketing services. The company was incorporated in 1987 and is based in Greenwood Village, Colorado.