We Build Confidence In Your Financial Future

Steven L. Graham

President and Senior Portfolio Manager

​​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 1998, Steve founded Allied Portfolio Management, Inc. in 1998.  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 focused 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.

"Sleep Well When The Wind Blows"


​​Sleep Well When the Wind Blows

"A great plan implemented with consistency drives long-term success. I will ensure that we adhere to our strategy. We will not be distracted by short-term volatility"

-Steven L. Graham
Senior Portfolio Manager
Personalized service is essential to understanding your goals and aspirations as our client.  Our team of skilled professional advisors and support staff create a welcoming environment that places the focus on fully understanding your critical needs and meeting those needs over time.  We believe in working synergistically with you and your other professional advisers such as CPAs and estate planning attorneys.

​​We understand that you are uniquely individual and that your requests may be too. We provide a high level of personal service. ​​

Send Us An Email. We Look Forward To Speaking With You.

We Want To Get To Know You.

Schedule an appointment with us for free, no obligation consultation.

Call us today at 520-296-1035.

Toll Free at 1-888-984-9422.

A Team That Cares About You


Office: 520-296-1035

Toll Free: 1-888-984-9422​

Our Journey To Success With You Includes:

Allied Portfolio Management, Inc.
  • Heightened awareness and understanding of healthy financial behavior.
  • Eliminating emotions from the investment process.
  • Projecting and planning for tomorrow with confidence.
  • Retirement without fear.
Learn About Our Philosophy

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. 

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5987 East Grant Road

​Tucson, AZ 85712

Call Us For A Complimentary,

No Obligation Meeting. 

Stacey Zeluff​ 

Client Relationship Manager

​Stacey is highly skilled in meeting the specific needs of our clients and managing relationships to personalize our client's experiences.  She began working in the financial industry in 2003, as support for Operations and quickly became a leader in Operations and Client Relations.  Stacey has extensive experience in trading securities, compliance, and utilizing technology for convenience and efficiency. 

Stacey is passionate about teaching financial responsibility to elementary school age children. She believes strongly in passing the wisdom of smart financial decision making onto our next generation.