How We Invest

How We Invest

Swift Alliance employs a carefully structured and highly disciplined approach to investing. It is a method that has served our clients well over the years and one in which we continue to have unwavering faith. We follow a well-defined investment philosophy that lends itself to the generation of favorable investment returns regardless of the prevailing market conditions.

This does not mean that we are rigid – on the contrary, we cherish our ability to adapt and change when the need arises but when we do deviate, it is never too far from the core wisdom of our fundamental investment beliefs.

Driven by Research

We rely on cold, hard and unyielding research to power our decision-making processes. We purge emotion from the equation preferring to let the purity of math and fundamental analysis form the rationale for our recommendations.

Discretionary Investment Management
Proactive management style

By entrusting us with limited authority to make discretionary investment decisions on your behalf, you are free to go about your normal business safe in the knowledge that we are working hard to see to it that your investment return objectives are met.

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Discretionary Investment Management at Swift Alliance
Financial Planning Services
Planning for tomorrow, today

No two investors are identical. Your life develops like no one else's and, as such, it requires a financial plan of action that is personalized to reflect your situation and your life's own unique characteristics.

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Financial Planning at Swift Alliance
The LongShort Report
Sophisticated investment insights

The LongShort Report is a popular subscription-based investment report for more experienced investors who have a desire to profit from the short-term volatility typically associated with financial markets.

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Swift Alliance Long Short Report

Become Our Client

Just as the proverbial thousand-mile journey begins with a single step, the path to lifelong prosperity begins with making a single decision. Today's financial world with its complexities and rapidly changing perspectives means that simply doing nothing is a far riskier proposition than taking a sensible, professionally-guided approach.

With our help, you can be sure that, whatever the future brings, your finances will never be an impediment.