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Allied Portfolio Management, Inc.Allied Portfolio Management, Inc. is a fee-only Registered Investment Advisor licensed in the state of Arizona. As its president and owner, Steven L. Graham has been advising clients on their investment portfolios since 1985. As the name suggests, Allied Portfolio Management along with its clients, is allied with the brightest minds in the investment management arena along with prominent industry leaders to maintain custody of client assets and securities. Learn more about our services! Charles SchwabCharles 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 dicount trading, checking with Visa/ATM, along with online access. Charles Schwab also offers a full menu of trust services via its ownership of US Trust Co. 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 no-load managed 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.
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