A complete list of active advisors currently associated with Align Investment Advisors, LLC
Warmer can help you find a great advisor at Align Investment Advisors, LLC or one who fits your needs even better.
Align Investment Advisors primarily provides investment management for pooled investment vehicles and institutional accounts, and the Form ADV also lists high-net-worth individuals among its client types. The brochure describes portfolio management and advisory services tailored to those pooled and institutional mandates. The firm’s brochure outlines its methods of analysis, investment strategies and discussion of risk of loss, and notes that the firm exercises investment discretion for client accounts. It also describes periodic reviews of accounts and standard custodial arrangements used for managed assets. Distinctive aspects include the firm’s small scale — roughly $2 million in assets under management and a single advisor — while focusing on pooled and institutional mandates and also serving high-net-worth individuals, a combination that is uncommon for this category. The brochure further discloses that Align does not employ a percentage-of-AUM fee model and instead describes alternative fee arrangements and issues addressed in Items 5 and 6 (including performance-fee considerations and side-by-side management).
To learn more about the advisors currently working at Align Investment Advisors, LLC, 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 |
|---|---|---|
Thousand Oaks, CA
| 16
|
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