Allied Portfolio Management, Inc. has been based in Tucson, Arizona since 1998. Our founder, Steven L. Graham, started his career with Wall Street firms in 1985. Our business is founded on the principle that integrity is the cornerstone of our corporate philosophy. We are a fee-only company specializing in a low cost investment approach with dynamic portfolio design. Our firm believes that investing should be rooted in empirical evidence and not in Wall Street fiction or dubious investment products.
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.
Maggi has over 6 years of Administrative Support experience specializing in Client Relations. She strives to deliver incredible service to her established and prospective clients by building and managing great working relationships, staying true to her core beliefs when handling confidential profiles. Maggi has extensive knowledge coordinating internal staff and leading time-sensitive projects as needed, and will always ensure smooth transactions and professionalism when dealing with Allied Portfolio.