m. allison beezer, cfa, advises and manages for individuals and households who seek a diversified investment portfolio. her specialties are in portfolio management and socially responsible investing. new investors typically are hoping to diversify employer stock benefits, invest proceeds from an inheritance, manage their retirement savings, or change to a new advisor. the minimum household investment for a managed account is $100,000. m. allison beezer, cfa, holds an mba from cornell university and also holds an undergraduate degree in business from santa clara university. her career in investment management began in 1987. she is a member of the association for investment management and research, the seattle society of financial analysts and the social investment forum. m. allison beezer, cfa, is an independent advisor, which means she is retained on a fee-only basis, and receives no commissions from the recommended investments. she is a seattle native.