Alliance Investment Management offers tailored investment consulting and portfolio management services for individuals, retirement plans, trusts, estates, and charitable organizations. Operating since 2009, Alliance Investment Management creates customized investment strategies based on fundamental and technical analysis, alongside a proprietary ranking system that evaluates global economic trends. Clients can choose between discretionary management, where Alliance Investment Management makes trades on their behalf, or non-discretionary management, where all transactions require client approval. The firm specializes in tactical asset allocation across various asset classes, including stocks, exchange-traded products, mutual funds, fixed income securities, and options. In addition to individual portfolio management, Alliance Investment Management provides advisory services for employer-sponsored retirement plans and one-time investment consulting projects.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.90% |
| $4M+ | 0.80% |
Rates shown are for discretionary stock accounts. Other asset classes and non-discretionary accounts have different schedules. Option strategies add an extra 0.50% annual fee.