ALLIANCE WEALTH MANAGEMENT, LLC
Serving To Preserve And Grow Your Wealth
— HISTORY —
A CAREER BEGINS
Shannon Carson began his career as financial consultant serving clients of employer sponsored retirement plans. His occupation soon becomes a passion to serve the needs of clients in a noble profession. After several years as a successful financial consultant, Shannon Carson founded Capital Security Financial Services, LLC. CSFS was established in 2000 as a financial services firm serving the needs of clients of employer sponsored retirement plans in Texas and Oklahoma.
1990
2009
OUR STORY BEGINS
Our history begins back in 2009, when Alliance Wealth Management, LLC was incorporated in Dallas, Texas, as a Fiduciary focused Registered Investment Advisor. The founder of the company, Shannon Carson a native Texan, was instrumental in focusing his Company towards serving the Private Wealth Management needs of High Net-Worth clients. We owe more than our name, our logo and our success to our founder. He embodied many of the key attitudes and values that form part and parcel of our corporate culture: pragmatism, flexibility, the willingness to learn, an open mind and respect for other people and cultures.
TACTICAL PORTFOLIO STRATEGIES
The introduction of Third-Party Management Strategies that use a tactical approach to portfolio management. These strategies use quantitative technical indicators to capture market growth and mitigate risk during market drawdowns.
2014
2017
GLOBAL TACTICAL PORTFOLIO STRATEGIES
After several years of portfolio management and research of tactical strategies Alliance Wealth Management introduced its own proprietary Global Tactical Portfolio Strategies. Our tactical strategies are constructed using quantitative technical indicators to capture market growth and mitigate risk during market drawdowns.
LEVERAGED TACTICAL PORTFOLIO STRATEGIES
After the successful launch of our proprietary Global Tactical Strategies, Alliance Wealth Management launched tactical portfolio strategies that use leverage. Leverage is utilized in an attempt to enhance growth potential in both bull and bear markets.
2020
under construction