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 por