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Alianza Digital

Alianza Digital

Diseñado para quienes buscan soluciones prácticas y eficientes, nuestros portafolios modelo ofrecen estrategias diversificadas y gestionadas por expertos, optimizadas para cumplir sus metas financieras. Una opción accesible, ideal para comenzar o diversificar su inversión en dólares.

Alianza Flex

Alianza Flex

Ofrecemos una gestión de inversión adaptada a las necesidades de cada cliente y su perfil de riesgo, lo permite acceder a títulos directos y estrategias avanzadas, asegurando una diversificación responsable. Para garantizar los estándares establecidos, existen mínimos de inversión que nos permiten construir portafolios optimizados, alineados con los objetivos patrimoniales de cada cliente.

Alianza Wealth

Alianza Wealth

Gestión patrimonial y planeación estratégica para grupos familiares
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Nuestros servicios

MODALIDADES DE SERVICIO
Alianza Digital

Alianza Digital

Diseñado para quienes buscan soluciones prácticas y eficientes, nuestros portafolios modelo ofrecen estrategias diversificadas y gestionadas por expertos, optimizadas para cumplir sus metas financieras. Una opción accesible, ideal para comenzar o diversificar su inversión en dólares.

Alianza Flex

Alianza Flex

Ofrecemos una gestión de inversión adaptada a las necesidades de cada cliente y su perfil de riesgo, lo permite acceder a títulos directos y estrategias avanzadas, asegurando una diversificación responsable. Para garantizar los estándares establecidos, existen mínimos de inversión que nos permiten construir portafolios optimizados, alineados con los objetivos patrimoniales de cada cliente.

Alianza Wealth

Alianza Wealth

Gestión patrimonial y planeación estratégica para grupos familiares
Contacto

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Legal

Manual de compliance: Política de privacidad y Tratamiento de datos personales
Alianza ADV Brochure 2025
Alianza WRAP Brochure 2025

Atención al Cliente

Contacto

Alianza Corp. Investment Advisor
175 SW 7th St Suite # 1703

General Disclosures

Alianza, Corp Investment Advisor (Alianza) is registered as a Investment Advisors with the United States Securities and Exchange Commission. For more information on Alianza its business practices, background, conflict of interests, fees charged and other relevant information please visit the SEC's public investor information site at: https://www.investor.gov/. Also, you may visit: https://adviserinfo.sec.gov/firm/summary/323267. In both of these sites you may obtain copies of Alianza’s most recent Form ADV Part 1, Part 2 and Part 3. Please note that registration of an investment adviser does not imply that Alianza or any of our principals or employees possesses a particular level of skill or training. Also, it does not imply and should not be interpreted that the SEC or any other regulatory body have approved and/or reviewed this material.

Be sure to understand how fees for services impact your investment return. Any return shown herein are net of fees. This means that the costs for services and the impact on your portfolio performance are being taken into account when presenting the data. Alianza does not have custody of any asset, nor does it perform any valuation of assets and/or securities. This report is not intended, and it should not be interpreted to be your account statement as issued by your custodian. Please be sure to always review your account statement for the official pricing, valuation and performance of your account.

The information contained herein has been provided by request of the client. The information contained here is based on the holdings from each custodian it is not your account statement. When we present performance information, please be aware that the performance information is hypothetical in nature and does not reflect results actually achieved. Hypothetical performance results are presented for illustrative purposes only and should not be relied upon when making an investment decision. Utilizing hypothetical performance has many inherent limitations and no representation is being made that any investment, fund, or account will or is likely to achieve profits or losses similar to those shown. The criteria used and assumptions made are subject to change. This in combination with other factors means the hypothetical performance information is subject to change and may vary greatly from actual results based on certain risks which cannot be accounted for. Please be sure that you understand the risks associated with hypothetical performance.

Please note that all investment in securities involve risk, and there is no guarantee that particular investment recommended by Alianza will result in profits (or avoid losses). Please note that specific products may have individual costs, risks and characteristics. As a result, while we will explain all costs and fees associated with a specific investment, please ensure that you read all relevant material and understand the risk characteristics, fees, and costs associated with implementing the given recommendations.

Equities and equity mutual funds are subject to the risk of rising and falling stock prices and have tended to be more volatile than mutual funds that invest in fixed income securities. Mutual Funds concentrated in an economic sector or geographical region will also be more volatile, so too are mutual funds concentrated in non-US investments versus U.S. based investments. Offshore mutual funds are subject to the same market risks as onshore mutual funds, such as general economic conditions and company and industry prospects. However, offshore mutual funds may be subjected to higher degree of loss due to political, economic, legal, regulatory, and operational uncertainties, differing accounting and financial reporting standards, limited availability of information, currency conversion, and pricing factors affecting investment in the securities of foreign businesses or governments. Bond mutual funds fluctuate in value with changes in interest rates, and lower-rated bonds involve higher credit risk and may be speculative investments. Trading in Exchange Traded Funds (ETFs) involve risks including the potential for losses. Leveraged and Inverse ETFs are also risky and may increase exposure to volatility through the use of leverage, short sales of securities, derivatives and other complex investment strategies.

International investing involves a greater degree of risk and increased volatility. Changes in currency exchange rates and differences in accounting and taxation policies outside your country can increase or diminish returns. Overseas markets may not be as politically and economically stable.

Certain products and services may not be available to investors residing in certain jurisdictions or States of the United States and a conflict of interest exist where Alianza receive compensation regardless of the profit or loss in the account. Your account may have been referred to us by an affiliate or third party. Promotors that refer clients to us generally are compensated for such referral. Any revenue sharing arrangement also presents a conflict of interest.

Past performance is no guarantee of current or future results. Investment products may be subject to investment risks involving, but not limited to, possible loss of all or part of the principal invested.

Please be aware that investment products are not FDIC Insured, not bank guaranteed and may lose value.

WARRANTY AND LIMITATION OF LIABILITY

THE ACCURACY, COMPLETENESS AND TIMELINESS OF THE INFORMATION CONTAINED ON THIS SITE CANNOT BE GUARANTEED. ALIANZA DOES NOT WARRANTY, GUARANTEE OR MAKE ANY REPRESENTATIONS, OR MAKE ANY IMPLIED OR EXPRESS WARRANTY OR ASSUME ANY LIABILITY WITH REGARD TO THE USE OF THE INFORMATION IN THE SITE. ALIANZA IS NOT LIABLE FOR ANY HARM CAUSED BY THE TRANSMISSION, THROUGH ACCESSING THE SERVICES OR INFORMATION ON THIS SITE, OF A COMPUTER VIRUS, OR OTHER COMPUTER CODE OR PROGRAMMING DEVICE THAT MIGHT BE USED TO ACCESS, DELETE, DAMAGE, DISABLE, DISRUPT OR OTHERWISE IMPEDE IN ANY MANNER, THE OPERATION OF THE SITE OR OF ANY USER'S SOFTWARE, HARDWARE, DATA OR PROPERTY. THE USE OF THIS WEBSITE IS AT YOUR OWN RISK. ALIANZA HAS NO DUTY, RESPONSIBILITY, OR OBLIGATION TO UPDATE OR CORRECT ANY INFORMATION IN THE SITE. THE ACCURACY, COMPLETENESS AND TIMELINESS OF THE INFORMATION CONTAINED ON THIS SITE ARE NOT GUARANTEED. ALIANZA DOES NOT WARRANTY, GUARANTEE OR MAKE ANY REPRESENTATIONS, OR MAKE ANY IMPLIED OR EXPRESS WARRANTY OR ASSUME ANY LIABILITY WITH REGARD TO THE USE OF THE INFORMATION IN THE SITE.

Copyrights, Trademarks and Restrictions on the Use of Materials

You acknowledge and agree that this website contains “Content” (including information, data, software, photographs, graphics, text, images, logos, icons, typefaces, audio and video material, and other material) that is protected by copyrights, trademarks, or other proprietary rights, and that these rights are valid and protected in all forms, media, and technologies existing now or later developed. The content is the property of Alianza, except as otherwise stated. The compilation (meaning the collection, arrangement, and assembly) of all content on the website is the exclusive property of Alianza and is protected by U.S. and international copyright and trademark laws. You may not copy, modify, remove, delete, augment, add to, publish, transmit, participate in the transfer, license or sale of, create derivative works from, or in any way exploit any of the content, in whole or in part, except as specifically permitted herein. If no specific restrictions are displayed, you may make one copy of select portions of the Content, provided that (1) the copy is made only for your personal information and non-commercial use, (2) you do not alter or modify the Content in any way, and (3) you maintain any notices contained in the Content, such as all copyright notices, trademark legends, or other proprietary rights notices. Except as provided in the preceding sentence or as permitted by the fair use privilege under U.S. copyright laws, you may not upload, post, reproduce, perform, or distribute any Content in any way without obtaining the express permission of Alianza.

Use of Links

Use of any links contained on this website is at your own risk. The content to any independent third party site to may not have not been developed, checked for accuracy or otherwise reviewed by Alianza, which makes no warranties, either express or implied, or representations as to, and shall have no liability for, any third-party website or content, including without limitation, the accuracy, subject matter, quality or timeliness of any electronic content. Links to unaffiliated websites do not imply any endorsement of or responsibility for the opinions, ideas, products, information, or services offered at such sites, or any representation regarding the content at such sites and we expressly disclaim any such endorsement or representation. In addition, third party websites may have a privacy policy or security practices different from this website so it is important to read the policies of those sites before sharing your personal information. You hereby waive any claim you might have against Alianza with respect to such other websites.