Aliso Viejo Office
Mission Statements
line
Why Alliance Portfolio


  • Providing the highest quality trust
    deed and mortgage pool investment
    opportunities with first class service and communication

  • We do good deeds while contributing to our community as a witness through example. To recognize that we are not owners of anything, but rather stewards in trust...that the rights are much less important than the obligations

As a direct private equity finance company, Alliance Portfolio private lending formula and philosophy is to originate well underwritten and well secured "institutional quality" real estate loans while taking advantage of the flexibility afforded through private money lending. The Company's commitment to its shareholders and to its trust deed investors is to visit each property and personally meet with each borrower. The Company has achieved a significant market presence in this area with consistent, continuous, and high quality marketing campaigns.

Alliance Portfolio's ability to fund loans rapidly, as well as loans secured by types of real estate and to borrowers whose qualifications do not meet the strict lending criteria of institutional lenders, creates an exceptional opportunity and a "win-win-win" situation for borrowers, investors and the Company. By limiting loan-to-value ratios, The Alliance Portfolio achieves maximum investor security through increased levels of protective equity. Private money trust deeds provide investors an attractive alternative to the low interest rates paid on savings accounts and certificates of deposit. Investors are able to obtain higher yields derived from well underwritten and well secured

trust deed investments.

In summary, Alliance Portfolio combines well underwritten and well secured trust deed loan origination with the flexibility of private money lending in a highly desirable local target market area.

Home | About Us | Investors | Borrowers | Brokers | Notices and Policies | Events | Contact Us | Links
CMA Logo

Copyright ©2012 Alliance Portfolio Private Equity Finance. All rights reserved.
Real Estate Broker California Department of Real Estate 01868859 Broker License ID - NMLS # 324460

800.363.1456 • 949.349.1329
Fax 949.349.1330