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Investing decisions made easier with your financial advisor.
Progressing through the economic cycle can be challenging. The uncertainty that accompanies changing financial conditions can also be paralyzing. This is why at AWAIM® we produce quarterly capital markets and economic research reports, where we diligently and clearly state the data as it is, not as we hope it to be. This no-nonsense approach results in our proactively managing the asset- and sub-asset allocations in our total portfolio strategies (see Fact Sheets below).
Our clients appreciate a hands-on approach to managing forecasted stock and bond market risks. Most investment advisors either specialize in only one sub-asset class or outsource their portfolio management entirely. We conduct a top-down, global, macroeconomic assessment to discern where deployed capital may experience a greater return per unit of risk.
Watch our latest quarterly Perspectives presentation on YouTube:
ACGM 060 Low Growth Portfolio Strategy (June 30, 2023)
ACGM 070 Moderate Growth Portfolio Strategy (June 30, 2023)
ACGM 080 High Growth Portfolio Strategy (June 30, 2023)
ACGM 090 Aggressive Growth Portfolio Strategy (June 30, 2023)
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. Past performance is not indicative of future results. All investing involves risk. Consult with your financial advisor to determine the most appropriate portfolio strategy for your specific goals, objectives, and risk tolerance.
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.