Alliance Advisory & Securities, Inc. 805.371.8020 CLIENT LOGIN ADVISOR LOGIN HOME ABOUT SERVICES RESOURCES CONTACT US PURPOSE PROCESS PEOPLE PRINCIPLES PHILANTHROPY Alliance Advisory & Securities, Inc. Since 1987 Alliance Advisory & Securities has been in service to both advisors and their clients. Founded with the primary values of stewardship, transparency and excellence, we continue to provide opportunities for our clients to seamlessly integrate financial and real assets in the creation and sustainability of meaningful wealth. Alliance Group Of Companies Alliance Entrust Integrated Wealth Services & Financial Planning Alliance Real Estate Operations Asset-Backed Lending Partners Investment advice offered through Alliance Advisory & Securities, Inc. A registered investment advisor. Member SIPC (www.sipc.org). Broker Check (www.brokercheck.finra.org). Home | Contact Us | Alliance Group Of Companies | Privacy Policy | Disclaimer | Business Continuity Plan Copyright ©2021 Alliance Advisory & Securities, Inc. - All Rights Reserved.

Alliance Advisory & Securities, Inc. 805.371.8020 CLIENT LOGIN ADVISOR LOGIN HOME ABOUT SERVICES RESOURCES CONTACT US The Foundation Of Investment Balance Optimizing investment yields while minimizing risk exposure requires proper balance between different kinds of assets. Conventional investment balance incorporates two broad categories: Income Assets and Growth Assets. Contemporary investment strategy suggests that assets should be divided into three important classes: Stable Assets, Financial Assets, and Tangible Assets. The Asset Balance Matrix® The blending of these two concepts results in a dynamic analytical tool; a two dimensional model we call The Asset Balance Matrix® (ABM). We use this diagnostic tool in combination with your age, risk parameters, and investment objectives to create an investment portfolio tailored for your individual needs. OUR SERVICES All services are offered through the Alliance group of companies. INVESTMENT MANAGEMENT ALLIANCE ENTRUST Investment advice offered through Alliance Advisory & Securities, Inc. A registered investment advisor. Member SIPC (www.sipc.org). Broker Check (www.brokercheck.finra.org). Home | Contact Us | Alliance Group Of Companies | Privacy Policy | Disclaimer | Business Continuity Plan Copyright ©2021 Alliance Advisory & Securities, Inc. - All Rights Reserved.