Helena, MT Office

Allied Investment Advisors is an SEC‑registered advisory firm that serves individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, corporations, and other financial institutions. Its services include discretionary and non‑discretionary portfolio management, financial planning, retirement plan consulting, participant education, and a Certified Divorce Financial Analyst offering for divorce‑related financial guidance.

The firm’s investment process is grounded in fundamental analysis and a predominantly long‑term orientation, constructing portfolios from individual equities, fixed‑income securities, mutual funds and ETFs and typically holding positions for multi‑year horizons. Allied customizes strategies to each client’s objectives and risk tolerance, conducts periodic (at least quarterly) reviews, and implements trading authority as agreed with clients while using institutional share classes to manage product expense where available.

Several features distinguish Allied from many peers: it offers model‑portfolio subscription services to unaffiliated RIAs and other financial institutions, creating a recurring subscription revenue stream in addition to traditional AUM fees, and it distributes an educational newsletter through a third‑party subscription arrangement. The firm also documents formal promoter/referral arrangements (including payment of referral fees) to source clients and relies on third‑party platforms (e.g., custodial and reporting vendors) to deliver models and administrative support.