Alliances
In order for our business to be successful, we rely on the following important alliances that enable us to raise funds, underwrite and manage loans.
Investor Representatives
Our investors primarily come to us through Broker-Dealers and Registered Investment Advisors such as Great Circle Financial, American Investor Company and Foothill Securities-- the latter two are members of the Alliance of Independent Broker-Dealers, a non-profit mutual benefit corporation that reviews and researches the investment offerings of its members.
Mortgage Specialists
Borrowers typically find us through mortgage specialists who know our borrower profile and supply us with candidates whose requirements and attributes fit our bridge, mezzanine and non-conforming loan niche.
Loan Servicing
Ensuring uninterrupted management of the loans in both Funds is Loan Care, our subservicer. Loan Care presently subservices loans for more than 100 companies in 50 states and are the 11th in size among the top national subservicers.
Custodians
Both Funds are an integral part of a long-term growth strategy and can be held in a qualified plan account approved with many custodians, including these:
The Capital Alliance Funds' shares are also approved for non-qualified plan accounts at NFSC, Fidelity, Pershing, etc.
Auditors
Calliance Realty Fund, LLC-Advisors Mortgage Division and Capital Alliance Institutional Mortgage Fund, LLC are audited every year. Novogradac & Company have been our auditors since 1996.
