# Allied Portfolio Management, Inc.
Source: https://planprovider.pro/provider/allied-portfolio-management-inc

> Founded in 1998 by Steven L. Graham, Allied Portfolio Management, Inc. runs as a fee-only, independent investment advisor in Tucson in southern Arizona. The…

Retirement Plan Advisor

Tucson, AZ

## About Allied Portfolio Management, Inc.

<p>Founded in 1998 by Steven L. Graham, Allied Portfolio Management, Inc. runs as a fee-only, independent investment advisor in Tucson in southern Arizona.</p>

<p>The firm uses a low-cost investment approach and builds portfolios using a dynamic design process grounded in empirical research and Modern Portfolio Theory. Its work centers on fiduciary advice and clear reporting, with an emphasis on transparency in how portfolios are built and maintained.</p>

<p>Allied Portfolio Management works with affluent clients who want customized portfolios and ongoing investment management. For retirement plans, the firm offers <a href="/plan-advisors">plan advisor</a> services as a 3(21) fiduciary, providing investment advice to plan sponsors while the sponsor retains final decision-making authority.</p>

<ul>
<li>Fee-only, independent investment advisory firm</li>
<li>Headquartered in Tucson, serving the greater southern Arizona region</li>
<li>Founded in 1998 by Steven L. Graham</li>
<li>Low-cost, evidence-based portfolio design using Modern Portfolio Theory</li>
<li>3(21) retirement plan fiduciary advice</li>
</ul>

Website: [https://alliedportfolio.com/our-firm](https://alliedportfolio.com/our-firm)

## Office Locations

- Tucson, AZ (Headquarters)

## Services Offered

- 3(21) Investment Advisor

## Team Members

- **Steven Graham**, President

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