Alliance Investment Management

CEO Thor W. Nelson and Portfolio Manager Jake Holtrop lead the investment process. Nelson serves as Chief Compliance Officer as well, while Holtrop handles portfolio management duties directly. The firm's contact page lists both as the primary investment-facing professionals.

The Investment Conditions Rank is Alliance's proprietary research tool built from worldwide political, economic, and financial trends. It combines a qualitative top-down analysis of current events with a quantitative review of pre-selected global economic and market data. The firm then compares the current reading against similar historic timeframes to gauge potential market implications before adjusting client asset allocations.

No private equity or venture capital investments appear in the firm's public disclosures. Alliance describes its strategies as utilizing individual stocks, exchange traded products, mutual funds, and outside fund managers. The Altss record categorizing it as private equity likely reflects a legacy classification rather than current deal activity.

The firm's language targets individual investors, emphasizing custom portfolios aligned with personal investment goals. Alliance offers both discretionary portfolio management and non-discretionary financial advice, along with investment consulting services for one-time or ongoing financial questions. No institutional or family-office mandates are mentioned on its website.

Alliance does not publicly disclose its fee schedule. As an independent money manager offering both discretionary and non-discretionary services, compensation likely includes an advisory fee based on assets under management, with lower-cost options available for consulting engagements. The inclusion of Black Diamond Wealth Solutions with all accounts suggests a bundled technology cost.