Performance
Performance
For investors who think big—macro trends, global markets, and the forces shaping the economy.
Now with AI-driven portfolios.
For investors who think big—macro trends, global markets, and the forces shaping the economy.
Now with AI-driven portfolios.
Allio’s Macro Strategy
Performance You Can See
Smart investing deserves a smarter platform.
Allio dynamically adapts to market conditions, helping investors navigate macroeconomic shifts.
We offer eight distinct managed portfolio strategies across a full range of risk levels—from conservative to aggressive—so you can invest in a way that aligns with your needs.
Track the performance of our
flagship Macro Strategy.
Smart investing deserves a smarter platform.
Allio dynamically adapts to market conditions, helping investors navigate macroeconomic shifts.
We offer eight distinct managed portfolio strategies across a full range of risk levels—from conservative to aggressive—so you can invest in a way that aligns with your needs.
Track the performance of our
flagship Macro Strategy.
We present performance for the Macro Strategy Managed Portfolio at "Most Aggressive" and "Most Conservative" Risk Levels (our highest and lowest risk levels, respectively), with crypto allocation option turned off.
Fund inception date is 7/13/2023. Data until 8/4/2025. 1Y performance starting 8/5/2024.
All returns shown are net of trading fees, but not of advisory fees. Advisory fees were not charged during initial periods and will be reflected in net performance once implemented.
Past performance is not indicative of future results.
Allio’s Macro Strategy:
Performance You Can See
Smart investing deserves a smarter platform.
Allio dynamically adapts to market conditions, helping investors navigate macroeconomic shifts.
We offer eight distinct managed portfolio strategies across a full range of risk levels—from conservative to aggressive—so you can invest in a way that aligns with your needs.
Track the performance of our
flagship Macro Strategy.
1 year return
20.36%
As of Feb 28, 2025
All time return
30.64%
Since July 2023 Inception
Performance shown reflects the Macro Strategy Managed Portfolio at Risk Level 9 (on a scale of 1–10). This portfolio is highlighted as it has the longest track record and the highest average level of invested assets among our offerings. Past performance is not indicative of future results. All returns shown are net of advisory fees.
Allio’s Macro Strategy:
Performance You Can See
Smart investing deserves a smarter platform.
Allio dynamically adapts to market conditions, helping investors navigate macroeconomic shifts.
We offer eight distinct managed portfolio strategies across a full range of risk levels—from conservative to aggressive—so you can invest in a way that aligns with your needs.
Track the performance of our flagship Macro Strategy.
Performance shown reflects the Macro Strategy Managed Portfolio at Risk Level 9 (on a scale of 1–10). This portfolio is highlighted as it has the longest track record and the highest average level of invested assets among our offerings. Past performance is not indicative of future results. All returns shown are net of advisory fees.
1-Year Return
20.36%
As of Feb 28, 2025
30.64%
Since July 2023 Inception
All Time Return
Portfolio
1 Year Past
Returns
as of Feb 28.2025
Annualized
Returns
since inception
Growth of $1K
over past one year
Portfolio
Growth of $1K
over past one year
Annualized
Returns
since inception
1 Year Past
Returns
as of Feb 28.2025
1 Year Past Returns
as of August 4, 2025
1 Year Past Returns
as of August 4, 2025
Annualized Returns
since inception
Annualized Returns
since inception
Annualized Volatility
since inception
Annualized Volatility
since inception
All Time Return
Allio Core Macro
Most Aggressive
Allio
Macro Strategy Risk Level 9
15.81%
14.30%
12.71%
30.94%
Allio Core Macro
Most Conservative
Allio
Macro Strategy Risk Level 9
4.38%
6.67%
6.46%
13.90%
More than just an investment account.
Where Investment Meets Innovation
Betterment
Wealthfront
Wealthfront
Titan
Titan
Public
Custom Portfolios
AI-Driven Portfolio Optimization
Macro Dashboard & Insights
Easy Access to Economic Data
Daily Market Summaries & Insights
Net Worth Tracker
Net Worth Tracker
This chart reflects product features as of March 2025.
More than just an investment account.
Where Investment Meets Innovation
Most robo-advisors offer the basics. Allio goes further. With macro insights, economic data, and fully customizable portfolios, we aim to give you the edge across market conditions to invest with confidence.
Betterment
Wealthfront
Titan
M1 Finance
Custom
Portfolios
AI-Driven
Portfolio
Optimization
Macro
Dashboard
& Insights
Easy Access to
Economic Data
Daily Market
Summaries &
Insights
Net Worth
Tracker
This chart reflects product features as of March 2025.
Join the future of investing with Allio.
We combine innovation, flexibility, and macro-driven insights to help you reach your goals.
Join the future of investing with Allio.
We combine innovation, flexibility, and macro-driven insights to help you reach your goals.
Join the future of investing with Allio.
We combine innovation, flexibility, and macro-driven insights to help you reach your goals.
Disclosures
General Information: Allio Advisors LLC (“Allio”) is an SEC-registered investment adviser offering advisory services exclusively to U.S. residents. Information provided herein is for informational and educational purposes only, and does not constitute investment, financial, tax, or legal advice. Nothing on this website constitutes an offer or solicitation to buy or sell securities. Investors are encouraged to consult their tax advisor for personalized tax guidance.
Investment Risk Disclosure:
● All investing involves risk, including potential loss of principal. There is no guarantee any investment strategy, including Allio’s macro-driven strategies or diversified portfolios, will achieve objectives or prevent financial losses. Strategies designed to enhance returns or manage risk cannot guarantee success or protect against losses in adverse market conditions.
● Market conditions can rapidly change, and macro-driven strategies may underperform if economic or geopolitical trends behave unexpectedly.
● Cryptocurrencies and alternative assets are highly volatile and may not be suitable for all investors.
● Securities offered are Not FDIC Insured, Not Bank Guaranteed, and May Lose Value. SIPC provides brokerage account protection up to $500,000 (details at www.sipc.org).
Brokerage Services & Affiliations: Brokerage services for Allio clients are provided by Allio Markets, LLC ("Allio Markets"), an SEC-registered broker-dealer and FINRA/SIPC member. Securities held in accounts are protected by SIPC coverage up to $500,000 (see www.sipc.org for details). Allio Advisors LLC and Allio Markets LLC are separate but affiliated entities.
Additional Information:
● Online investing involves risks including, but not limited to, market volatility, execution speed, liquidity, and technical issues that may impact investment outcomes. Investors should understand these risks thoroughly prior to trading.
● Historical returns, expected returns, or probability projections provided are hypothetical and may not accurately reflect future results. Hypothetical results have inherent limitations, as they do not reflect actual trading activity and are created with the benefit of hindsight.
● Please review Allio’s Form ADV Part 2A Brochure and Customer Relationship Summary (Form CRS) for detailed information about services, investment strategies, fees, risks, and fiduciary obligations.
Contact Information:
For further details or additional disclosures, please contact support@alliocapital.com.
General Information: Allio Advisors LLC (“Allio”) is an SEC-registered investment adviser offering advisory services exclusively to U.S. residents. Information provided herein is for informational and educational purposes only, and does not constitute investment, financial, tax, or legal advice. Nothing on this website constitutes an offer or solicitation to buy or sell securities. Investors are encouraged to consult their tax advisor for personalized tax guidance.
Investment Risk Disclosure:
● All investing involves risk, including potential loss of principal. There is no guarantee any investment strategy, including Allio’s macro-driven strategies or diversified portfolios, will achieve objectives or prevent financial losses. Strategies designed to enhance returns or manage risk cannot guarantee success or protect against losses in adverse market conditions.
● Market conditions can rapidly change, and macro-driven strategies may underperform if economic or geopolitical trends behave unexpectedly.
● Cryptocurrencies and alternative assets are highly volatile and may not be suitable for all investors.
● Securities offered are Not FDIC Insured, Not Bank Guaranteed, and May Lose Value. SIPC provides brokerage account protection up to $500,000 (details at www.sipc.org).
Brokerage Services & Affiliations: Brokerage services for Allio clients are provided by Allio Markets, LLC ("Allio Markets"), an SEC-registered broker-dealer and FINRA/SIPC member. Securities held in accounts are protected by SIPC coverage up to $500,000 (see www.sipc.org for details). Allio Advisors LLC and Allio Markets LLC are separate but affiliated entities.
Additional Information:
● Online investing involves risks including, but not limited to, market volatility, execution speed, liquidity, and technical issues that may impact investment outcomes. Investors should understand these risks thoroughly prior to trading.
● Historical returns, expected returns, or probability projections provided are hypothetical and may not accurately reflect future results. Hypothetical results have inherent limitations, as they do not reflect actual trading activity and are created with the benefit of hindsight.
● Please review Allio’s Form ADV Part 2A Brochure and Customer Relationship Summary (Form CRS) for detailed information about services, investment strategies, fees, risks, and fiduciary obligations.
Contact Information:
For further details or additional disclosures, please contact support@alliocapital.com.
Custom
Porftolios
AI-Driven Portfolio Optimization
Macro Dashboard & Insights
Easy Access to Economic Data
Daily Market Summaries & Insights
Net Worth Tracker
Betterment
Wealthfront
Titan
M1 Finance
What We Do
What We Say
Legal
Who We Are
Allio Advisors LLC ("Allio") is an SEC registered investment advisor. By using this website, you accept our Terms of Use and our Privacy Policy. Allio's investment advisory services are available only to residents of the United States. Nothing on this website should be considered an offer, recommendation, solicitation of an offer, or advice to buy or sell any security. The information provided herein is for informational and general educational purposes only and is not investment or financial advice. Additionally, Allio does not provide tax advice and investors are encouraged to consult with their tax advisor. By law, we must provide investment advice that is in the best interest of our client. Please refer to Allio's ADV Part 2A Brochure for important additional information. Please see our Customer Relationship Summary.
Online trading has inherent risk due to system response, execution price, speed, liquidity, market data and access times that may vary due to market conditions, system performance, market volatility, size and type of order and other factors. An investor should understand these and additional risks before trading. Any historical returns, expected returns, or probability projections are hypothetical in nature and may not reflect actual future performance. Past performance is no guarantee of future results.
Brokerage services will be provided to Allio clients through Allio Markets LLC, ("Allio Markets") SEC-registered broker-dealer and member FINRA/SIPC . Securities in your account protected up to $500,000. For details, please see www.sipc.org. Allio Advisors LLC and Allio Markets LLC are separate but affiliated companies.
Securities products are: Not FDIC insured · Not bank guaranteed · May lose value
Any investment , trade-related or brokerage questions shall be communicated to support@alliocapital.com
Please read Important Legal Disclosures
v1 01.20.2025
Who We Are
Allio Advisors LLC ("Allio") is an SEC registered investment advisor. By using this website, you accept our Terms of Service and our Privacy Policy. Allio's investment advisory services are available only to residents of the United States. Nothing on this website should be considered an offer, recommendation, solicitation of an offer, or advice to buy or sell any security. The information provided herein is for informational and general educational purposes only and is not investment or financial advice. Additionally, Allio does not provide tax advice and investors are encouraged to consult with their tax advisor. By law, we must provide investment advice that is in the best interest of our client. Please refer to Allio's ADV Part 2A Brochure for important additional information. Please see our Customer Relationship Summary.
Online trading has inherent risk due to system response, execution price, speed, liquidity, market data and access times that may vary due to market conditions, system performance, market volatility, size and type of order and other factors. An investor should understand these and additional risks before trading. Any historical returns, expected returns, or probability projections are hypothetical in nature and may not reflect actual future performance. Past performance is no guarantee of future results.
Brokerage services will be provided to Allio clients through Allio Markets LLC, ("Allio Markets") SEC-registered broker-dealer and member FINRA/SIPC . Securities in your account protected up to $500,000. For details, please see www.sipc.org. Allio Advisors LLC and Allio Markets LLC are separate but affiliated companies.
Securities products are: Not FDIC insured · Not bank guaranteed · May lose value
Any investment , trade-related or brokerage questions shall be communicated to support@alliocapital.com
Please read Important Legal Disclosures
v1 01.20.2025
What We Do
What We Say
Legal
Who We Are
Allio Advisors LLC ("Allio") is an SEC registered investment advisor. By using this website, you accept our Terms of Use and our Privacy Policy. Allio's investment advisory services are available only to residents of the United States. Nothing on this website should be considered an offer, recommendation, solicitation of an offer, or advice to buy or sell any security. The information provided herein is for informational and general educational purposes only and is not investment or financial advice. Additionally, Allio does not provide tax advice and investors are encouraged to consult with their tax advisor. By law, we must provide investment advice that is in the best interest of our client. Please refer to Allio's ADV Part 2A Brochure for important additional information. Please see our Customer Relationship Summary.
Online trading has inherent risk due to system response, execution price, speed, liquidity, market data and access times that may vary due to market conditions, system performance, market volatility, size and type of order and other factors. An investor should understand these and additional risks before trading. Any historical returns, expected returns, or probability projections are hypothetical in nature and may not reflect actual future performance. Past performance is no guarantee of future results.
Brokerage services will be provided to Allio clients through Allio Markets LLC, ("Allio Markets") SEC-registered broker-dealer and member FINRA/SIPC . Securities in your account protected up to $500,000. For details, please see www.sipc.org. Allio Advisors LLC and Allio Markets LLC are separate but affiliated companies.
Securities products are: Not FDIC insured · Not bank guaranteed · May lose value
Any investment , trade-related or brokerage questions shall be communicated to support@alliocapital.com
Please read Important Legal Disclosures
v1 01.20.2025