Unless you looked in the mirror this morning and saw Warren Buffet staring back at you, asset class investing will greatly enhance your quality of life. Most investors place more emphasis on hope than reason.
The vast majority of mutual fund managers, professional money managers, and stock pickers consistently underperform simple index funds. You pay dearly for this "underperformance" by way of added fees, taxes, and lagging returns.
-Remove Emotional Decision Making
-Require Low Custodial, Advisory, and Fund Fees
Wise Financial Decisions Make A Difference In Your Life.
Let us coach you to success.
At Allied Portfolio Management, Inc. we take great care in getting to know you, your dreams, and defining your current and future financial needs. We ask you the right questions, so we can uncover the truths about your level of risk tolerance and provide you with a strategy that will lead you onto the road of financial success. You are an important person; it is our mission to keep you focused on your passions. We handle your investments as fiduciaries.
MOST IMPORTANTLY, HIRE A FIDUCIARY
*This data uses an average 7% annual rate of return for the Estimated Total Portfolio Value data. This graph is a representation for illustrative purposes only. Past performance does not guarantee future results. Please call our office at 1-888-984-9422 for specific data related to your portfolio.
-Don't Mistake Volitility For Risk
We Understand That You Work Hard To Acquire And Maintain Your Wealth.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Allied Portfolio Management, Inc., to provide information on a topic that may be of interest.
The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Past performance is no guarantee of future results. Investment advisory services are offered through Allied Portfolio Management, Inc., an investment advisor registered with the SEC. Allied Portfolio Management, Inc. does business in Tucson, Arizona. Allied Portfolio Management, Inc. and its affiliates do not provide tax or legal advice. Allied Portfolio Management, Inc.'s advisors may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.
-Demand Efficient Trading Practices
Allied Portfolio Management, Inc. created this graph to help quantify the wealth-robbing mistakes that most individual investors unknowingly commit. Study after study yields the same undeniable conclusion: the efforts of stock pickers, professional money managers and Wall Street analysts are futile.
Reducing Unnecessary Costs Can Save You Money
Avoid Wealth Robbing Mistakes
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