Our recommended strategies may include equity and/or fixed income portfolios. Some or all of the following equity strategies can be added to a customized fixed income portfolio. We may make changes in these strategies from time to time based upon a wide range of economic, political, and other factors. When changes are made to one of these strategies, corresponding changes may also be made to individual client portfolios, resulting in purchases, sales, or exchange transactions. Transactions will result in brokerage and custodial fees and may have income tax consequences. Generally, we do not offer tax advice or base our investment recommendations on income tax considerations.

Alliance Growth Focused

This strategy is designed for investors who want an actively managed portfolio of individual securities that offer historic and/or projected growth rates that are anticipated to exceed their peers. The sector weighting process will utilize our proprietary Investment Conditions Rank. The individual security selection will be focused on profitable, small, mid and large capitalization companies based in the U.S. and Internationally.

Alliance Yield Focused

This strategy is designed for investors who want an actively managed portfolio of individual securities that offer yields (income) that are anticipated to exceed peers. The sector weighting process will utilize our proprietary Investment Conditions Rank. The individual security selection will be focused on profitable, small, mid and large capitalization companies based in the U.S. and Internationally.

Alliance Top Funds

This strategy is designed for investors who want a diversified, actively managed portfolio of mutual funds and/or exchange-traded products. The fund category weightings process will utilize our proprietary Investment Conditions Rank. All mutual funds will be selected based on the comparison of their performance history, management tenure, and other fundamental characteristics. The mutual funds will be no-load but may have transaction fees.