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 has the financial plan options that can help build the future you want.

Our Portfolio Solutions Programs

Asset allocation is one of the most important decisions an investor makes. There is no fixed set of rules for asset allocation because the most effective investment decisions are based on individual objectives. It is essential to approach asset management with your investment goals and risk tolerance in mind. Partnering with a financial advisor who knows how to customize solutions for you is the key to creating a balanced investment portfolio.

Our experienced advisors know how to use asset diversification strategies to design dynamic investment structures. We have investment advisory programs that provide clients access to asset allocation models created and managed by money managers. Asset models fall under three basic formats for investing that consider your risk tolerance and time horizon:

1. Conservative
2. Balanced
3. Growth

Our models offer a mix of asset classes, such as stocks, bonds, and cash and cash alternatives, that consider return and risk to build wealth.

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 array of financial services.