David L. Allison, CFA, CIPM

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David L. Allison, CFA, CIPM, is vice president and founding partner at Allison Investment Management, LLC. He has formal training in investment analysis, portfolio management, and investment performance measuring techniques. Allison has extensive experience managing investment portfolios for high net-worth investors. He is an active member of CFA Institute, the CIPM Association, CFA North Carolina, and the CFA Society of South Carolina, where he is a former president and currently serves on the board of directors. Allison also serves on the Coastal Carolina University Wall College of Business Finance Advisory Board. He holds of degree in finance from the University of North Carolina at Wilmington.

6 February 2014

Is the Stock Market’s Smoothest Ride Priced Like a Cadillac?

By David L. Allison, CFA, CIPM

Here’s a sure-fire way to get gouged: Walk onto a car lot, ask a salesperson to point out the vehicle with the smoothest ride, then purchase that vehicle regardless of price. It sounds reckless, but this is not far from … Read more

Performance Reporting: Winning the Scoreless Game

By David L. Allison, CFA, CIPM

Lately, academics and investment practitioners have been debating over the justification of investment management fees, hedging tail risks, and whether or not active investing is in fact a “loser’s game”. But before we lose any more sleep over the intricacies … Read more

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25 February 2013

Three Things Investors Can Learn from Surfers

By David L. Allison, CFA, CIPM

Looking to become a better investor? Well, you may want to try catching a wave or two. In a recent Time Magazine interview titled “Why Stocks Are Dead (And Bonds Are Deader),” PIMCO’s co-chief investment officer, Bill “The Bond King” … Read more

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