"Sleep Well When The Wind Blows"

1-888-984-9422

​​Sleep Well When the Wind Blows

Allied Portfolio Management, Inc.

 Portfolio Management

Modern Portfolio Theory (MPT)

MPT uses statistics to model an asset's return and models a portfolio as a weighted combination of assets yielding a combined return.  The resulting portfolio has an expected return (average) and a variance.

  • Tracking investment performance.
  • Learning the importance of liquidity.
  • Understanding  ALL aspects of your fee structure.
  • Knowing the difference between a Fee-Only Advisor  verses a fee based advisor.
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. 

Three Factor Model

Three primary factors influencing equity portfolio returns:

Factor 1: The Market Factor

Factor 2: The Size Factor

Factor 3: The Value Factor

Address

5987 East Grant Road

​Tucson, AZ 85712

Contact

Office: 520-296-1035

Toll Free: 1-888-984-9422​

Model Descriptions

Fixed Income Strategies

Our firm believes that the role of fixed income in a portfolio is primarily to reduce volatility.  The income produced is an important secondary consideration

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Allied Portfolio Management, Inc. believes strongly in the following three factors in efficient portfolio management:
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Model Descriptions

Because we feel that investment planning is a lifelong process and because most of our new clients come from referrals, we do not charge an up-front fee for the preliminary planning process.  We are compensated for our ongoing advice and service only when the investment plan is implemented.  Our advisory fees are paid to us as a percentage of assets under management. On occasion, we may charge a flat fee or hourly rate to provide analysis of a specific financial issue.

We will

support your

existing 

professional team or build one for you.

We will support your existing professional team or we can build one for you.

- Important Family Connections and Relationships
- CPA Firms and Accountants
- Attorney and Legal Representation
- Financial Planners & Insurance Consultants

Transparency Should Matter To You

We put your financial well-being first.

Model Descriptions

Our fee structure is one of the most competitive in the financial services industry.​​

As You Prosper,

We Prosper.

We have carefully constructed strong, strategic alliances with industry partners.

Charles Schwab & Company, Inc., one of the nation's premier financial institutions, is the primary provider of custodial services at Allied Portfolio Management, Inc. 
  • Nationally recognized leader exclusively serving independent, fee-based investment advisers and their clients. 
  • Offers a wide array of services including discount trading, checking with Visa/ATM, and online account access.
  • Provides responsive custody, trading and operational support to help our firm deliver quality service to you.
Approximately two million client accounts are custodied at Schwab, representing almost $700 billion in assets managed by Advisory Firms.  Have peace of mind that your money is in good hands, at all times.

Dimensional Fund Advisors (DFA) is a primary source of institutional fund management for our firm 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 Advisers, are available only to the very large institutional investors in the public and private sectors.

Through this alliance with DFA, Allied Portfolio Management, Inc. is able to provide its clients with access to the latest refinements in portfolio management. (To learn about other investments such as: Vanguard, iShares ETFs, Wisdom Tree, and others, please call us at 1-888-984-9422).