Toll Free: 1-888-984-9422
Allied Portfolio Management, Inc. believes strongly in the following three factors in efficient portfolio management:
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.
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.
Our fee structure is one of the most competitive in the financial services industry.
As You Prosper,
We have carefully constructed strong, strategic alliances with industry partners.
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).
Sleep Well When the Wind Blows
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
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.
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.
Fixed Income Strategies
Our firm believes that the role of fixed income in a portfolio is primarily to reduce volatility.
"Sleep Well When The Wind Blows"