A complete list of active advisors currently associated with Alignment Financial Group
Warmer can help you find a great advisor at Alignment Financial Group or one who fits your needs even better.
Alignment Financial Group provides fee-based pension consulting and related fiduciary services to plan sponsors, institutions, and other business entities, and also offers discretionary investment management and comprehensive financial planning to high-net-worth individuals, trusts, and other clients. The firm assists with implementation by recommending third-party money managers, completing account paperwork, and delivering written investment policy statements where appropriate. The adviser follows a custom, discretionary investment process built around a tactical allocation strategy that seeks to reduce risk and enhance performance, using fundamental, technical and cyclical analysis and a broad set of instruments including equities, fixed income, options and digital assets treated as commodities. For retirement-plan clients the firm conducts detailed evaluations of fiduciary compliance, recordkeeping/TPA services, investment policy and employee communication, then implements and monitors plan-level recommendations. What is atypical for a single-advisor independent firm is that Alignment acts as an exempt commodity pool operator and as general partner/investment manager of a digital currency pooled vehicle, and it provides portfolio management for pooled vehicles and pension/institutional clients — activities that create additional conflicts and disclosure requirements. The firm also uses performance-based fee arrangements for qualified investors and maintains a substantial pension-assets-under-advisement practice, distinguishing its focus and product mix from many peers.
To learn more about the advisors currently working at Alignment Financial Group, 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.
Name |
Location |
Years of experience |
|---|---|---|
Exeter, NH
| 14
|
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