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Terms of Use

Effective: October 2, 2026

These Terms of Use govern your use of the Alliance Portfolio website. Please read them together with our Privacy Policy and Cookie Policy.

1. Acceptance of terms

By accessing or using this website you agree to these Terms of Use. If you do not agree, please do not use the website. We may update these terms as described below, and continued use after a change means you accept the updated terms.

2. Website purpose

The website provides general information about Alliance Portfolio, private real estate lending, Alliance Mortgage Fund, Trust Deed Investments and related activities. It also lets borrowers, brokers and investors contact us and send us a scenario or a request for information.

3. No lending commitment

Nothing on the website is an approval, a commitment to lend or an offer of particular loan terms. Loan requests remain subject to review, underwriting, documentation and applicable requirements. A response to a scenario is a conversation, not a commitment, until definitive loan documents are signed.

4. Investment information

Information on the website concerning Alliance Mortgage Fund or Trust Deed Investments is provided for informational purposes only and does not replace the applicable offering documents, subscription materials or agreements. If there is any inconsistency between the website and those documents, the documents control. Any investment decision should be based on the applicable documents and your own evaluation.

5. No financial, legal or tax advice

Website content is not intended as financial, legal, tax or accounting advice and should not be relied on as such. Consult your own qualified advisers about your particular situation when appropriate.

6. Accuracy and availability

Alliance Portfolio seeks to provide useful and accurate information, but we do not warrant that every page will always be complete, current or free of error, or that the website will be available without interruption. Specific disclosures shown with Alliance Mortgage Fund performance information are provided in accordance with applicable requirements and are not limited by this section.

7. Intellectual property

The website and its contents, including copy, design, graphics, photographs, video, logos, trademarks and other materials, are owned by or licensed to Alliance Portfolio and protected by applicable intellectual property laws. You may view and print pages for your own informational use. Any other use requires our prior written permission.

8. Permitted use

You may use the website for lawful personal or business informational purposes. You may not misuse the website, interfere with its operation or security, attempt to gain unauthorized access to any part of it or to the systems behind it, use automated tools to access or collect content in a way that burdens the website or circumvents its controls, or submit information that is false, misleading or unlawful.

9. Third-party links and portals

The website may link to third-party websites, video platforms or client account portals. Those services are operated by others and are governed by their own terms and policies. Alliance Portfolio is not responsible for their content or practices.

10. Disclaimer of warranties

The website is provided on an as-is and as-available basis. To the extent permitted by law, Alliance Portfolio disclaims warranties of any kind, express or implied, regarding the website and its content, including implied warranties of merchantability, fitness for a particular purpose and non-infringement.

11. Limitation of liability

To the extent permitted by law, Alliance Portfolio and its members, managers, officers, employees and agents will not be liable for indirect, incidental, consequential, special or punitive damages arising out of or relating to your use of, or inability to use, the website or its content. Some jurisdictions do not allow certain limitations, so some of these limitations may not apply to you.

12. Governing law

These Terms of Use are governed by the laws of the State of California, without regard to its conflict of law principles.

13. Changes

We may update these Terms of Use periodically. The effective date at the top of this page shows when they were last revised.

14. Contact

Alliance Portfolio
120 Vantis Drive, Suite 585
Aliso Viejo, CA 92656
(949) 349-1322

You can also reach us through the Contact page.