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Alliance Family Investment Management analyzes a client's financial goals and objectives individually. We help you decide the investment style that best suits your needs. AFIM then presents you with an array of individual securities, mutual funds and other asset building opportunities that represent the proper investment vehicles to reach your goals. Your portfolio is monitored on a regular basis.

AFIM has relationships with major financial and brokerage institutions that can act as custodian of your account. Such relationships allow AFIM to direct your portfolio at greatly reduced fees.

 

©2004 Alliance Family Investment Management

Alliance Family Investment Management