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ACGM 060 Low Growth Portfolio Strategy (Updated 12/31/2022)
ACGM 070 Moderate Growth Portfolio Strategy (Updated 12/31/2022)
ACGM 080 High Growth Portfolio Strategy (Updated 12/31`/2022)
ACGM 090 Aggressive Growth Portfolio Strategy (Updated 12/31/2022)
For more information regarding the investment advisory offerings from Aligne Wealth Advisors Investment Management (AWAIM), please contact your Investment Advisor Representative, email us at firstname.lastname@example.org, or call us at +1 310 795 0622. Consult with your financial advisor to determine the most appropriate portfolio strategy for your specific goals, objectives, and risk tolerance.
LPL Financial maintains an RIA Hybrid Investment Performance Oversight (HIPO) program. This is a structured program allowing AWAIM an opportunity to have performance of its strategies verified by an independent, third party auditor so that performance is reviewed and approved in a controlled manner for public distribution. HIPO ensures that performance advertising materials are in line with the Investment Advisors Act of 1940 206(4) as well as LPL’s supervisory duties for the validation of performance computations, assets under management, composite, investment suitability and RIA record keeping requirements.
In order to comply with the HIPO program, an RIA must engage an LPL-approved performance verification firm to perform an initial review and an annually recurring review of their performance advertising. AWAIM engaged the services of The Spaulding Group. THE SPAULDING GROUP CONDUCTED AN INDEPENDENT REVIEW OF THE ACGM TOTAL PORTFOLIO SOLUTIONS SUITE (INCLUDING FACT SHEETS' PORTFOLIO STRATEGY PERFORMANCE) SINCE INCEPTION AND FOUND THAT ALIGNE WEALTH ADVISORS INVESTMENT MANAGEMENT (AWAIM) APPROPRIATELY AND ACCURATELY CALCULATED THE PERFORMANCE, IN ALL MATERIAL RESPECTS. CURRENT PERFORMANCE MAY BE LOWER OR HIGHER THAN THE PERFORMANCE DATA QUOTED. INVESTMENT RETURNS ARE NET OF ALL FEES AND EXPENSES INCLUDING AN ANNUAL MANAGEMENT FEE.