Travis Portwood

Travis Portwood, CFA, CFP®, is the Chief Investment Officer and Principal at Allen Capital Group, where he is responsible for leading the firm’s investment strategy, individual securities research, and portfolio management. Based in Bennington, NE, he works closely with individuals, charitable foundations, and corporations, creating customized investment and wealth management solutions tailored to clients’ specific objectives. His expertise spans across wealth planning, retirement income planning, trust and estate planning, and business planning solutions, with a focus on multi-asset portfolio construction for foundations, endowments, and high-net-worth individuals.

Before joining Allen Capital Group in 2018, Travis served as Senior Wealth Advisor at Mariner Wealth Advisors, and as Director of Trading at Orion Advisor Services, bringing over 20 years of broad financial services experience to his current role. Throughout his career, he has gained significant expertise in equity and fixed income securities, mutual funds, ETFs, and risk management strategies tailored to diverse client needs.

Travis holds a Bachelor of Science degree in Business Finance from Wayne State College in Nebraska, is a Chartered Financial Analyst (CFA) charterholder, and a CERTIFIED FINANCIAL PLANNER™ professional. He is also a member of both the CFA Institute and the Financial Planners Association of Nebraska, reflecting a commitment to industry leadership and professional development.