Allied Portfolio Management, Inc.: Services Offered

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Investment Policy Statement
Asset Class Analysis
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Portfolio Monitoring
Portfolio Rebalancing
Monthly Statements (Charles Schwab)
Quarterly / Annual Performance Reporting
Year End / Interim Tax Statements
Online Access
24 Hour Service Desk
DFA Funds. (Typically available only to large institutional clients, DFA funds are available to you through your alliance with Allied Portfolio Management)
Schwab Institutional. (Due impeccable reputation, discount pricing and unsurpassed level of service, Charles Schwab Institutional is our custodian of choice for the safekeeping of your assets.)

Let's discuss your investment needs!

Allied Portfolio Management, Inc.
              5987 East Grant Road
              Tucson, Arizona 85712 USA
              Phone 520-296-1035
              Fax 520-296-8118
              E-mail: steve@alliedportfolio.com