Aligne Wealth Advisors Investment Management (awaim)

Aligne Wealth Advisors Investment Management (AWAIM) is an investment adviser registered with the U.S. Securities and Exchange Commission since 2022. The firm offers four model portfolio solutions based on global, macroeconomic research, allocating assets to equities, fixed income, and cash. Services include discretionary investment management, financial planning, and pension consulting. AWAIM acts as a fiduciary under ERISA and the Code, ensuring advice is in clients' best interests. The firm charges asset-based fees ranging from 0.85% to 1.50%, deducted quarterly. Clients may incur additional transaction costs and third-party fees. AWAIM does not accept performance-based fees. The firm serves individuals, high-net-worth individuals, trusts, businesses, charities, and pension plans with a minimum account value of $500,000. Investment strategies are guided by proprietary global forecasts, considering various factors. Risks include market fluctuations, inflation, and geopolitical events. AWAIM has no disciplinary events, and its supervised persons are registered representatives of LPL Financial LLC. The firm does not participate in wrap fee programs and provides investment discretion with client-imposed restrictions. Clients receive regular account reviews, and custody is held by a third-party qualified custodian. AWAIM does not vote client securities and has no financial impairments or bankruptcy history.