PROFESSIONAL WEALTH
MANAGEMENT SERVICES

We work with a wide variety of professional money managers who work with you to determine which management style appropriately suits your individual needs and risk tolerance level. With our portfolio review services, we analyze your current portfolio and assets to match the appropriate allocations* that help provide more optimal performance, in line with your objectives. These money managers will periodically evaluate your portfolio and make appropriate changes that will help your portfolio perform in different market conditions. We have access to money managers who can provide you with the opportunity for institutional type money management services since they also work with large pension plans, endowments and municipalities. This gives you the opportunity to receive higher-level money management services often not available to individuals. It is our mission to help you receive consistent performance while working to help preserve the wealth you have built.

PORTFOLIO REVIEW

One of the most important things we do is help make sure our clients are on the appropriate path toward their financial goals. It is not unusual for us to encounter clients who have been in the same investments or asset classes for years, without changes. Their portfolios may need to be updated to properly match changes with their objectives, in light of market conditions. If you are in the wrong asset class when the market shifts gears it could magnify your potential losses or not produce enough gains. Through our portfolio analysis, we can help uncover what may need to be changed. Another important aspect of the portfolio analysis is helping to balance the appropriate amount of investment risk for your personal risk tolerance. Many of our clients want to protect wealth they have built while also trying to maintain growth in their portfolios. However, we have found that they have taken more risk with their money than they believed. This is why we advocate so many resources to making sure your portfolio is invested in an appropriate asset classes for current market conditions, in line with your objectives. Our priority is to help you achieve more consistent returns while helping to preserve your wealth.

 

*Asset Allocation does not guarantee a profit or protect against a loss in a declining market. It is a method used to help manage investment risk.

PO Box 801535 | Dallas, TX 75380 • Toll Free (888) 852-5412 Fax (866) 725-4458

This site is published for residents of the United States only. Investment Advisor Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Shannon Carson at (888) 852-5412

Investment advisory services provided by Alliance Wealth Management,LLC a Registered Investment Adviser. Alliance Wealth Management,LLC does not provide tax or legal advice. 

IMPORTANT DISCLOSURES