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ABOVE: AWAIM® was founded by Forbes thought leader and bestselling finance author, Ivan M. Illán, AIF®, CFS®, from a financial advisory practice that started in 2005. As Chief Investment Officer, he routinely shares with clients our firm's capital markets forecast and how our portfolio strategies are allocated accordingly via YouTube, Apple Podcasts, and Research Highlights .
Asset allocation is one of the most important decisions that every investor makes. It's essential to approach asset management with your investment goals and risk tolerance in mind. Partnering with an investment manager who understands that active portfolio management is key can make a significant difference in outcomes.
Aligne Wealth Advisors Investment Management (AWAIM®) is the manager of the ACGM (All Cap, Global Macro) Total Portfolio Solutions Suite™, which showcases a proprietary global macro outlook, developed and implemented by the AWAIM Investment Committee.
Our investment advisory program provides clients access to a suite of four (4) portfolio strategies from Low Growth to Aggressive Growth. These strategies are proactively managed by us in-house based on our proprietary global macroeconomic research and our more than 70-years of collective team experience.
Chat with us to learn more about our unique globally allocated total portfolio strategies. ACGM portfolios have been designed for investors who desire an actively managed and holistic asset- and sub-asset allocation strategy, navigating proprietary, forecasted changes in the capital markets.