Alliance Benefit Group

Personal Portfolio Investment Management

Alliance Benefit Group®  personal portfolio management services are designed to assist individuals in meeting their unique financial goals. We begin with an analysis each individual’s existing portfolio and unique financial situation. From there we work with each individual to establish their core financial goals and identify their risk tolerance to develop an appropriate asset allocation strategy in order to build a customized portfolio that meets their particular personal objective.

Our fundamental investment approach is to create a portfolio that is appropriately diversified across asset classes to help reduce risk, while achieving the individual’s stated income and growth objectives. On an ongoing basis, we will review the individuals’ portfolio with them to determine if changes are necessary in order to ensure that the plan meets their goals and objectives.

Our Investment Process includes:

Gather Information

Establish Goals and Risk Tolerance

Evaluate Current Positions

Develop Plan

Approval/Implement Plan

Ongoing Communication and Review


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