Alliance Investment Management

Alliance Investment Management

Alliance Investment Management operates as an independent money manager in Jenison, Michigan, with CEO Thor W. Nelson at the helm alongside Portfolio Manager Jake Holtrop. The firm's website emphasizes client-specific portfolio construction, a mandate it supports by blending internally developed strategies with outside funds and managers. Its client base appears to be individual investors, not institutions, and the advisory relationship centers on custom portfolios rather than commingled vehicles. The firm's tactical asset allocation framework rests on a proprietary Investment Conditions Rank that analyzes worldwide political, economic, and financial trends. That ranking — part qualitative top-down analysis of current events, part quantitative review of pre-selected global economic data — determines how portfolios tilt between asset classes. Alliance deploys capital primarily through individual stocks, exchange traded products, and mutual funds, organized into three house strategies: Alliance Growth Focused, Yield Focused, and Top Funds. The firm does not publish any direct private equity or venture capital commitments, co-investments, or named portfolio companies. Beyond portfolio management, Alliance offers non-discretionary financial advice and investment consulting services, which it frames as lower-cost solutions for one-time or ongoing questions. All client accounts receive access to Black Diamond Wealth Solutions, a portfolio reporting platform. The firm has disclosed no headcount, AUM, or deployment figures, and it maintains no additional offices. Its published office hours run 8:30 a.m. to 5:00 p.m., with appointments available, and key staff handle both investment and operational roles. No recent operational events — fund closes, promotions, or acquisitions — could be identified from the available record. Alliance's structural distinction is subtle but real: it is a local, relationship-based advisory practice that has built its investment process around an in-house macro ranking system, not a third-party model. That makes the research output the firm's own intellectual property, even though the output — tactical shifts among public-market instruments — resembles what many RIAs offer. The ownership and management are concentrated within the Nelson and Holtrop families, a pattern that keeps decision-making close to the founders but also raises the question of succession in a fiduciary business.