Investment Management
An Active Approach to Investment Management
The decision to invest can be daunting when your money is on the line, and the choice of strategies appears endless. A money manager helps eliminate confusion with active and informed investment management solutions. Aligne Wealth's aim is to make investing decisions easier to help build the future you want.
Our ACGM Total Portfolio Solutions Suite™
Asset allocation is one of the most important decisions any investor makes. It is essential to approach asset management with your investment goals and risk tolerance in mind, while partnering with an investment manager who understands that active portfolio management is key.
Our investment advisory program provides clients access to a suite of four (4) portfolio strategies from Low Growth to Aggressive Growth. These strategies are actively managed by us based on our proprietary global macroeconomic research and experience. These portfolio strategies include:
- ACGM 060 Low Growth
- ACGM 070 Moderate Growth
- ACGM 080 High Growth
- ACGM 090 Aggressive Growth
Our strategies offer a mix of asset classes, such as stocks, bonds, and cash and cash alternatives, that evaluate return and risk throughout a market cycle to build wealth over time.
Let’s Get Started
At AWAIM, we combine our customized financial solutions with our clients’ individual choices with the aim to make dreams a reality. Contact us to learn more about our unique portfolio strategies and further array of comprehensive financial services.