Andrew Stout

Andrew Stout is the Chief Investment Officer at Allworth Financial, where he leads the firm's investment strategy and oversees the management of approximately $19 billion in client assets. His responsibilities include designing model portfolios, supervising fund selection, and crafting disciplined investment processes that integrate qualitative and quantitative analysis. Stout's approach emphasizes broad diversification, a mix of active and passive management, and prudent risk allocation to navigate various economic environments.

He specializes in core/satellite portfolio construction, allocating across U.S. and international equities, investment-grade fixed income, and short-duration bond funds. In addition, he incorporates alternative investments such as private equity, hedge funds, private debt, private real estate, and Qualified Opportunity Zone funds as part of a holistic asset allocation process. His portfolio strategies often involve direct indexing and tactical shifts to optimize credit quality and duration in fixed income amid changing market conditions.

Prior to joining Allworth Financial in 2013, Stout served as Senior Investment Officer at MCF. He holds both a Bachelor's degree in Accounting and Finance and an MBA from the University of Cincinnati, and is credentialed as both a CFA® charterholder and CFP® professional. Stout is also an adjunct professor at the University of Cincinnati, reflecting his commitment to education and leadership in the investment industry.