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Alliance Investment Management
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Privacy Policy
Any information on
individuals or institutions operating through Alliance Investment Management will be retained in complete privacy.

 Frequently Asked Questions

Simple Answers to Common Questions

What is Alliance?
Alliance is an investment management and brokerage company that gives clients all the financial tools needed to implement investment plans and to open self-managed brokerage accounts for global market access.

What is an Investment Plan?
All to often, people want to ensure for themselves a solid financial future but don't know how to go about doing it. That's where a financial advisor, like Alliance, can help. Alliance takes an objective look at all of your needs, factors in any unique considerations, and designs an investment approach that makes the most sense for you.

Can I trade for my own account through Alliance?
Absolutely. Brokerage accounts can be set up with Alliance for those wishing to actively trade on their own. We have all the systems and expertise in place to execute trades in all major markets. Trade instructions can be easily transmitted to us by E-mail, fax, Internet connection, or by phone. Monthly reports are supplied to keep clients appraised of account balances and performance.

What other "tools" can Alliance offer me?
The key to a sound investment plan is having all of the right components in place. Through our extensive professional network, Alliance can provide you with an integrated package that is customized to fit your investment goals. Foreign company formations, asset protection trusts, and bank accounts are all set up by Alliance, saving you the hassle and expense of putting the pieces together yourself. Legal, accounting, and other professional referrals can also be coordinated through our office.

What about confidentiality?
Privacy is an essential part of how Alliance does business. You can be sure that your affairs are treated in the strictest of confidence. In The Bahamas, that's the law.

How are investment plans implemented?
Once the proper investment strategy is agreed with Alliance, we execute trades on your behalf. We then monitor your account as market conditions change and suggest changes in your portfolio as warranted.

Is my investment protected?
Each account established with us is insured up to $25 million in the event our custodian fails for financial reasons. Of course, investments are not protected from the effect of rising or falling markets.

How will I know how my investments are doing?
Alliance supplies investors with website access to their account. This access allows individuals to view their portfolios, holdings and performance. Interim reports and analysis of the portfolio will also be provided.
 



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Bahamas Financial Services Board
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