1801 Century Park East
When you trust an investment management company to allocate capital, you should not only expect confidence, but accountability and transparency. At Aligne Wealth Advisors Investment Management (AWAIM®), our proprietary investment strategies complement sound planning.
For Investors. For Advisors. For Better Outcomes.
Our insights on economics, capital markets, and the financial advisory industry have appeared in business publications globally and TV/Radio nationally.
Jonas Lee, Founding Partner
"After 40 years as a trusted advisor, I've engaged in nearly every aspect of a client's life. From business exit strategies to estate planning. AWAIM's unique expertise has enabled me to serve my clients holistically while growing my practice efficiently."
Jacob Weston, Portfolio Manager
"Supporting our network of financial advisors is a rewarding experience. With our detailed economic perspectives and its real world applications, investors experience financial advice at its most relevant."
Ivan Illán, Founder & Chief Investment Officer
"Most advisors don't proactively manage client portfolios throughout the global macroeconomic cycle. Clients need a dynamic approach to achieve more successful outcomes. Investing and financial planning are fundamentally linked."
Delivering turn-key operational and portfolio management support for financial advisors who demand proven intellectual capital for their clients. our advisors leverage an audited, verified performance history reflecting the quality of allocation decisions made over time by their firm.Our proprietary "Three C's" framework (as detailed in our Founder's bestselling book, Success as a Financial Advisor For Dummies (©2018 Wiley) guides the firm's financial planning approach, process, and philosophy. Learn more about how we can elevate your practice.
Since our founding as a one-person financial advisory practice in 2005, we have been delivering results to high net worth families, corporate executives, endowments, and retirement plans through customized planning and in-house investment research and strategies.Our first priority is assessing your current asset architecture, goals, and obscured risk exposures. We evaluate these in the context of your overall financial situation and relative to our forward-looking market outlook.
Learn more about how we may serve you.
As a multi-year Five Star Wealth Manager award recipient, we are recognized as one of the outstanding wealth managers in Los Angeles.
Our clients turn to us for many things; here are some of the thoughtfully tailored services we provide to help you pursue your goals:
Discover our proprietary investment strategies that address your needs.
Turning your retirement dreams into reality takes a comprehensive approach.
Financial planning for business owners. Corporate treasury management support for companies.
Curated articles, news, and more for a financially savvier you.
"The council is a community of advisors focused on growing their clientele and sharing input that fuels research to help professionals strengthen their practices."