About Nate

Nate Allred is a financial advisor with over 15 years of market experience and a focus on helping clients build long-term financial independence. With a background in trading, entrepreneurship, and technical analysis, Nate brings a data-driven approach to investment strategy and portfolio management.

He began teaching investing in 2007 and became a licensed advisor in 2022. Nate holds a Series 65 license and leads the Bristlecone and Bristlecone Options Strategies at Encompass More, where he manages active portfolios designed to outperform the S&P 500. His expertise spans stocks, options, commodities, bonds, and cryptocurrency—applying a tactical and research-based approach to every decision.

Clients value Nate’s clarity, responsiveness, and disciplined methodology. He is committed to acting in his clients’ best interests, providing personalized strategies rooted in transparency, risk management, and long-term growth.

Outside of the office, Nate is a devoted husband and father of four. He enjoys coaching soccer, attending gymnastics meets, and spending time with his family. An athlete at heart, he also loves playing basketball, running, and competing in triathlons.

A member of the Church of Jesus Christ of Latter-day Saints, Nate’s values are grounded in faith and service. He finds purpose in helping others achieve not just financial security, but the peace and freedom that come with it. His work is guided by the principle found in John 14:6—seeking truth, offering guidance, and leading with compassion.