Client Centered, Research Focused, Performance Driven
Alliance Investment Management is:
Client Centered
Our priority is to fully understand and reach your investment goals. It is our mission to align our investment knowledge with your aspirations in order to develop an investment strategy as unique as you!
Research Focused
Our independent research begins with our proprietary Investment Conditions Rank, ICR. The ICR is based on worldwide political, economic, and financial trends. This ranking system is part qualitative, using top down analysis of current events, and part quantitative, using pre-selected global economic and market data. The ICR is compared with similar historic timeframes to consider potential market implications. Our investment strategies are constructed by merging the ICR with our independent review of individual securities and bonds, as well as mutual funds and exchange traded products.
Performance Driven
We recommend a flexible approach to the management of investable assets. This investment strategy is referred to as a tactical asset allocation methodology. The strategy allows for the re-adjustment of your asset allocation based on our proprietary risk and return analysis of each asset class and individual securities.
Our Services
Investment Philosophy
Investment Services
Investment Strategies
Alliance Investment Management is an independent money management firm focused on the best interest of our clients.
We believe in the uniqueness of each individual. With our independent structure, we can utilize investment securities, products and services from throughout the financial industry. This freedom ensures that our investment advice is able to meet your objectives.
We can develop a custom portfolio that includes both our internally developed strategies along with outside funds and managers. Our proprietary strategies utilize a variety of individual stocks, exchange traded products and mutual funds. These strategies include: Alliance Growth Focused, Yield Focused, and Top Funds.
In addition to customizing investment strategies, we also offer several services that allow us the flexibility to meet your financial information requests. We accomplish this by offering non-discretionary financial advice and investment consulting services. These allow for lower cost solutions to either your one-time or ongoing financial questions.
We are committed to exceeding the expectations of our clients by remaining Client Centered, Research Focused, and Performance Driven!
