Allied Investment Advisors LLC

Allied Investment Advisors, LLC is a registered investment advisor specializing in portfolio management services since December 2011. The firm actively manages client investment portfolios based on individual needs, return objectives, and risk tolerance. Clients grant trading authorization on a discretionary or non-discretionary basis. Discretionary authority allows for trades without client approval, while non-discretionary trading requires client consent. Clients are responsible for notifying the firm of any changes in financial situations or investment objectives. The firm primarily uses fundamental analysis for investment decisions and may include mutual funds and ETFs in portfolios. Clients have the ability to impose restrictions on investments. Allied Investment Advisors charges fees based on a tiered fee schedule, with fees calculated quarterly in advance. The firm does not vote proxies on behalf of clients and does not engage in performance-based fees. Clients are responsible for voting proxies and participating in class-action lawsuits. The firm does not have custody of client funds beyond fee deduction authorization. Allied Investment Advisors prioritizes client data security and complies with federal privacy laws. Clients have the right to limit sharing of personal information for marketing purposes. The firm maintains physical, electronic, and procedural safeguards to protect client information.