# Alliance Investment Management

Alliance Investment Management is a Private Equity based in Jenison, United States.

## Overview

- **Organization type:** Private Equity
- **Headquarters:** Jenison, United States
- **Region:** North America
- **Address:** 507 Baldwin St. Jenison, MI 49428, United States
- **Founded:** 2009
- **Assets under management:** Undisclosed
- **Website:** www.allianceim.com

## Regulatory record

- **CRD number:** 152012
- **SEC file number:** 801-121504
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/152012

## About

Alliance Investment Management is an SEC-registered investment adviser in Jenison, MI, registered since 2021. The firm manages $207 million in assets, with $173 million on a discretionary basis. It has 6 employees and 3 investment advisers.

## People

- Thor W. Nelson — CEO/CCO
- Jake Holtrop — Portfolio Manager
- Cindy Meyer — Client Administrator
- Sandy Holtrop — Operations
- Lori Nelson — CFO

## Questions

### Who makes investment decisions at 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.

### What is the Investment Conditions Rank and how does it drive portfolio decisions?

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.

### What client types does Alliance Investment Management serve?

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.

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Last updated: 2026-07-08T23:45:50.650Z

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