Strategic Alliances

Swenson Wealth Management works with various third-party money managers. One of our strategic alliances is with Alternative Investment Advisors, LLC (AIA). AIA is an SEC-registered investment advisor firm offering clients customized asset management services, which are based upon the Client’s unique investment goals, objectives, and risk tolerance.

AIA is a Florida limited liability company, with its home office located at 698 N Maitland Ave, Suite 101, Maitland, Florida 32751.

AIA has extensive experience working directly with financial advisors designing and actively managing portfolios. The Firm’s principal and sole management personnel are Thomas W. Hood and Jeffrey M. Skraban.

*Diversification and asset allocation does not assure or guarantee better performance and cannot eliminate the risk of investment loss. Before investing, you should carefully read the applicable volatility disclosure for each of the underlying funds, which can be found in the current prospectus.