A complete list of active advisors currently associated with Aligne Wealth Advisors Investment Management (AWAIM)

Warmer can help you find a great advisor at Aligne Wealth Advisors Investment Management (AWAIM) or one who fits your needs even better.

Aligne Wealth Advisors Investment Management provides discretionary investment management, financial planning, pension consulting, and private fund management to individuals, high‑net‑worth clients, trusts, business entities, and retirement plans. The firm generally implements advice through four model portfolios and typically requires a $500,000 account minimum for advisory relationships. Its investment approach is driven by proprietary global macroeconomic forecasts that determine allocations among equities, fixed income, and cash, implemented primarily with mutual funds and ETFs and periodically rebalanced. For its private vehicle, the firm combines top‑down macro analysis with bottom‑up security research to set asset allocation targets and security selections. What is notable for a firm of this size is that it manages a private AWAIM Global Macro Opportunities Fund and discloses a performance‑based compensation structure (a 1.50% management fee and a 20% incentive allocation subject to a 6% annual hurdle and a high‑water mark). The brochure also presents firm materials that reference fund performance metrics, predecessor performance and third‑party ratings, and discloses affiliated activity and insurance licensing that can create potential conflicts of interest.

To learn more about the advisors currently working at Aligne Wealth Advisors Investment Management (AWAIM), click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.