ALLIED PORTFOLIO MANAGEMENT, INC.

Overview

Allied Portfolio Management, Inc. is an independent, SEC-registered investment adviser organized as a corporation and operating since 2002. The firm serves both individual/family and institutional clients on a fee‑based, assets-under-management model and identifies itself as a capital allocator—deploying client capital directly and through third-party managers. Core advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives