|
|
|
|
|
|
The best investment opportunity is the one that lets you rest assured.
We go out of our way to make sure our loans are well-underwritten and well-secured so our clients can relax.
Click here for more info. |
|
Loan solutions as unique as you are.
Every situation is unique. If your situation is rare and your opportunity is right - we should talk.
Click here for more info. |
|
There are banks, then there's Alliance, your alliance.
We've helped hundreds of brokers seize opportunities by closing non-conventional loans quickly.
Click here for more info. |
|
|
Arbinger Fund - new hybrid mortgage pool
Arbinger Fund is an alternative, high yielding, fixed income investment that enhances portfolio returns, provides diversification and is non-correlated to traditional stock and bond investment. T-bill + 4% is the return on this fund.
|
 |
|
The Wall Street Journal - December 5, 2007
The Alliance Portfolio was published in The Wall Street Journal on Wednesday, December 5, 2007. The article, Borrowers Tap Mortgages Of Last Resort, has also been published in the Atlanta Journal on December 9th, 2007.
|
 |
|
Mortgage Pool Webinars on November 13, 2007
For the first time, we had two mortgage pool webinars (TAP California Fund II, LLC or TAP California Fund III, LLC) on November 13, 2007. We will be having another ones in February 2008. If you are our mortgage pool (TAP California Fund II, LLC or TAP California Fund III, LLC) investor, we will post the schedule soo. Please come back soon. For those who missed it, please click the links below for material:
Click here to download the TAP California Fund II, LLC presentation slides and Q&A
-
Click here to download the TAP California Fund III, LLC presentation slides and Q&A
|
 |
|
August 15, 2007 2:00 pm - “The Financial Planning Uses of Private Equity Real Estate Investments” - Bower's Museum
James Perry, the President/CEO of The Alliance Portfolio, had a chance to give an education presentation for Continuing Education credits at FPA Quarterly Meeting on August 15, 2007. As a platinum sponsor of Financial Planning Association, we will have a chance to participate in their quarterly meeting.
-
Online Replay
We got a positive response from many attendees and they have asked for an in-house presentation. Since a few financial planners were unable to attend the class, we will presenting an online Webinar that we call our “ONLINE RE-PLAY.” Now you can benefit from the same information that other financial planners have learned. If you are a financial planner, call us at 949.363.8623 to schedule a free one-on-one webinar with our president.
-
-
|
 |
|
June 4, 2007 - FPA Golf Tournament
Once again, The Alliance Portfolio is proud to sponsor the Orange County Financial Planners Association golf tournament.
|
|