Alliance Investment Management

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(616) 667-1674Call Visit WebsiteVisit Website Map & DirectionsDirections507 Baldwin StJenison, MI 49428 Write a ReviewWrite Review

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Phone: (616) 805-5275

Phone: (616) 304-6459

TollFree: (800) 890-1246

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Alliance Investment Management LLC

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http://allianceim.com

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Investment Securities, Financial Planners, Financial Planning Consultants, Investment Advisory Service, Investment Management, Investments, Mutual Funds

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Phone: (616) 667-1674

Address: 507 Baldwin St, Jenison, MI 49428

Website: http://allianceim.com

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Alliance Investment Management

Tax Services
Income Tax
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.

Investment Management
At Alliance Investment Management, LLC 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!
Mutual Funds
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.

Accounting Services

Financial Planning
Asset Management
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 the client’s asset allocation based on our proprietary risk and return analysis of each asset class and individual securities held in a client’s account.

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