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Investment Strategies At Alliance Invest, we listen to you like you are the only investor in the world. Alliance provides investors with financial planning, investment banking, securities brokerage, foreign exchange, asset management, banking and trust services throughout the United States, Canada and internationally. Ever wonder how aggressive you should be in your investments? Here are some questions that can help determine your profile. How long are you willing to invest? 0-3 years 3-5 years 5-7 years more than 7 years   What is your objective? income income & growth growth aggressive growth     What is your risk tolerance? low risk conservative moderate high     Expected rate of return from the portfolio? 4% or more 2-4% 0-2%         For a more comprehensive analysis of your investment profile please complete our online Investment Profile Questionnaire. Or, download the form and fax it back to us. This is an Adobe PDF file (172KB). Right click on the link to download the form (PC only).

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