Allied Investment Advisors LLC

Allied Investment Advisors provides ongoing portfolio management and financial planning to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, corporations, and other financial institutions. The firm also delivers employer‑sponsored retirement plan advisory and consulting services and offers specialized services such as Certified Divorce Financial Analysis and SIMPLE IRA plan support.

The firm pursues a long‑term, individualized investment approach grounded in fundamental analysis, constructing portfolios from equities, fixed income, mutual funds and ETFs and favoring institutional share classes when available. Allied manages accounts on either a discretionary or non‑discretionary basis, conducts periodic reviews, and supports model portfolio implementations and reporting through third‑party technology platforms.

What is noteworthy relative to many peers is Allied’s model portfolio subscription business and its published educational newsletter — revenue streams and client offerings that are uncommon among multi‑team firms. With about 11 advisors, roughly $1.49 billion in regulatory assets under management and nearly 950 clients, the firm combines plan‑level fiduciary services (including 3(21)/3(38) plan management), CDFA expertise, and delivery of investment models to other advisory firms.