About Our Firm
About the Advisors:
Steven L. Graham:
Steve has been in the financial services industry designing customized portfolios and managing the assets of high net worth individuals since 1985. After working for large Wall Street firms from 1985 to 1999, Steve founded Allied Portfolio Management in 1999. Allied is a fee-only independent consulting and investment management firm, focused on serving the needs of affluent clients. He earned his degree in Communications from Michigan State University. Steve’s philosophy is a simple and straight-forward approach which focuses on sharing with the clients what works, and more importantly, what doesn’t. Consistent with the principles of Modern Portfolio Theory, he builds highly efficient portfolios because Steve knows that his success is tied to his client’s success. As the President of Allied, Steve practices relationship management, which includes 3 tasks:
- Fully understanding clients’ critical needs and meeting those needs over time;
- Building and managing highly efficient portfolios and;
- Working effectively with our clients’ other professional advisors, such as CPAs and estate planning attorneys.
Scott W. Styrmoe:
After he and his partners sold their international medical company to a publicly traded NYSE firm, Scott established a Wealth Management practice for another firm and then joined Allied Portfolio Management to head up the Wealth Strategies Division. It is Scott’s desire to work with a fee-only independent advisory firm so he can focus his efforts on helping a select group of successful clients enhance their financial situations. As the Director of the Wealth Strategies Division, Scott strives to solve his clients’ financial challenges so they can simplify the complexities of their lives and achieve their goals. Scott has been a licensed CPA since 1985, successfully managing the growth of numerous businesses and non-profit organizations as a volunteer. Scott earned his MBA in Finance from the Eller College of Management at The University of Arizona, where he studied Modern Portfolio Theory. He is a Certified Financial Plannertm and Treasurer for the FPA of Southern Arizona. He is also a member the Southern Arizona Estate Planning Council, the Tucson Tax Study Group, the University of Arizona-Eller College Associates, the AICPA, and ASCPA.
About Allied Portfolio Management:
Allied Portfolio Management is founded on the principle that integrity is the cornerstone of our corporate philosophy. We employ a team approach to creating solutions that maximize the probability of our clients achieving their goals, which results in successful relationships. We are a fee-only company specializing in a long-term investment approach and dynamic portfolio design. By utilizing “Institutional Only” asset class funds, Allied Portfolio is able to implement proven investment strategies that are not usually accessible to individual investors. Allied believes that investing is a science, not an art or a game of chance. We only take new clients once it has been determined that we can add substantial value to their financial situation. We have the ability to identify our clients’ specific needs and design custom solutions through all phases of their financial lives. Wealth Management consists of investment consulting, advanced planning, and relationship management. Advanced planning addresses the range of financial needs beyond investment consulting. This consists of wealth enhancement, wealth transfer, wealth protection, and charitable giving. Although 78% of advisers call themselves wealth managers, only 7% actually take a comprehensive approach to meeting the unique needs of the informed investor.
Articles of Interest: click here.
Schwab Institutional:
Charles Schwab & Company, one of the nation's premier financial institutions, is the primary provider of custodial services at Allied Portfolio Management. Charles Schwab & Company is a nationally recognized leader with local offices to serve you and an institutional service team providing 24-hour service to Allied Portfolio Management and its clients. Charles Schwab offers a wide array of services including discount trading, checking with Visa/ATM, along with online access. If you are a current APM client, click here to log on.
Dimensional Fund Advisors (DFA):
DFA is a primary source of institutional fund management for Allied Portfolio Management and its clients. DFA was formed in 1981 to provide institutional investors with the ability to apply academic research to actual portfolios. DFA offers passively managed no-load index funds with precise asset class characteristics. DFA funds are not available directly to the public and, with the exception of a small group of qualified Registered Investment Advisors, are available only to the very large institutional investors in the public and private sectors. Through this alliance with DFA, Allied Portfolio Management is able to provide its clients with access to the latest refinements in portfolio management. To visit DFA's website, click here.
Who Are Our Clients?
At Allied our clients are smart consumers who have sought a trusted professional acting as a fiduciary, instead of a product salesperson acting in his or her own (or the company's) best interest. Our clients retain us to help them identify important goals and then detail a step-by-step guide to achieve them. Many clients are Southern Arizonans although we have clients across the country. Our clients are most frequently successful business owners, professionals and retirees.
About Fees
Our fee structure is one of the most competitive in the financial services industry.