Things You'll Need:
- Money to invest
- Financial advisor
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Step 1
Understand Alliance's wealth strategies. Alliance's six wealth management strategies are intended to provide high returns, in keeping with your investment goals, and an acceptable level of risk.
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Step 2
Understand that Alliance's ten retirement strategies are intended to contribute to a secure retirement. Seven of the retirement strategies are crafted for saving for future retirement and three are designed for those who are currently retired or planning to retire within a short time.
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Step 3
Review the particulars of fixed-income funds. Alliance fixed-income mutual funds, also called bond funds, are designed to provide current income. Income is provided through fixed-income securities. These funds use the Alliance fixed-income proprietary research.
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Step 4
Understand balanced funds. Balanced mutual funds are intended to avoid extreme risk while simultaneously producing income and appreciating capital, utilizing Alliance's equity and fixed-income research. Alliance balanced funds combine investments in both common and preferred stocks with bonds and short-term securities.
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Step 5
Get to know money market funds. Money market funds invest in short-term debt instruments and are among Alliance's investment products. They are considered among the safest of investment options.
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Step 6
Consider closed-end funds. Alliance closed-end mutual funds have a set number of shares and are invested in domestic and international securities. Alliance has both fixed-income and equity closed-end funds.
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Step 7
Learn about equity mutual funds. Alliance equity mutual funds invest in highly diverse stocks. Each fund utilizes Alliance's equity research and a disciplined approach, with uncompromising adherence to fund objectives.
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Step 8
Request and review prospectuses of the Alliance mutual funds that interest you.
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Step 9
Discuss which funds may best fit your objectives with your broker or financial advisor. Invest with help from your advisor or by contacting the fund directly.








