"Sleep Well When The Wind Blows"
Sleep Well When the Wind Blows
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.
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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
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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
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.
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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).