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Alternative Investments

Why use Alternative Investments?

Click on the short video, "Understanding Alternative Investments", below or contact our office for more information on this asset class.


Wealth Management

We'll protect and grow your assets through traditional and non-traditional asset allocation and monitoring. Where appropriate, the use of Alternative (non-traditional) Investments to complement a Core Portfolio will be deployed. These type of investments include and are not limited to; Private Placement, Venture Capital, Real Estate and Private Bonds, all of which add non-correlated aspects to an overall Investment Portfolio.


Retirement Planning

Asset Alliance Financial seeks logical, tax advantaged wealth strategies designed to our client’s specific wants and needs. The use of Alternative Investments in conjunction with a Core Portfolio is our strategy to helping you achieve your retirement goals.


Life Insurance

Asset Alliance Financial specializes in preparing your family to handle the unexpected. We thrive on giving clients confidence in their future.

 
 
 
 

We are dedicated to achieving your financial goals

Asset Alliance Financial offers comprehensive solutions through a spectrum of financial services. From growing your wealth to planning for your business or family’s future, Asset Alliance Financial is dedicated to achieving our client’s financial goals.

We Offer Personalized Plans to Match Your Needs

At Asset Alliance Financial, we specialize in tailoring our plans to not only fit your current situation, but also provide a foundation for future growth. No matter where you are in your financial journey, we work with you to take you to the next level.

 

Individuals & Families

Whether you’re a party of one or six, Asset Alliance Financial customizes your investment strategies to fit your current needs and future goals.

 

Business Owners

We believe small businesses are the backbone of America. At Asset Alliance Financial, we do our utmost to help your business thrive and achieve your investment objectives.