Welcome

Capital Allocation & Management is a managed money program that provides professional investment management to independent financial advisors.

Capital Allocation & Management is one of the most established asset allocation programs in the country. Our Investment Committee and experienced team of professionals work to assist our advisors' clients in pursuit of their financial dreams. We understand that accomplishing the investment objectives of our clients requires a disciplined strategy that capitalizes on dynamic market environments.





Capital Allocation & Management has joined Bellatore Financial, Inc.
Learn More
or
visit Bellatore.com.
Capital Allocation & Management is a managed money program offered through Bellatore Financial, Inc.
333 W. San Carlos St., Suite 1200 | San Jose, California 95110 | 1-877-285-3696