ALIANZA CORP. INVESTMENT ADVISOR

Overview

Alianza Corp. Investment Advisor is a corporation that provides fee-based portfolio management for both individual and institutional clients. The firm charges a percentage-of-assets fee and focuses on traditional public funds alongside a meaningful allocation to private-market strategies. Advisory work centers on discretionary and non-discretionary portfolio management for individuals, small businesses and larger business or institutional clients. Alianza is listed as neither a capital allocator nor an active ESG investor and operates with a mixed ownership structure that includes foreign-entity and individual ownership. The firm maintains industry relationships with a broker-dealer and a trust company that support its execution, custody and trust services. Investment activity shows a preference for mutual funds and pooled public strategies as a core sleeve, supplemented by allocations to third‑party alternative managers. That mix suggests Alianza combines liquid, model-driven exposure with access to less liquid private-market opportunities through external managers rather than running large proprietary funds in-house.

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Investments & Alternatives

Location & Offices