Aligned Wealth, Inc.

We create custom alternative investment strategies and strategic advice for our clients. For our RIA clients, we provide strategic advice to grow assets under management through channel expansion, geographic diversification, merger and acquisitions and partnership opportunities. Our advice maximizes management's infrastructure and culture as key ingredients to any growth plan. For our clients looking for alternative investments, we offer individual equity strategies using fundamental and quantitative models. On the fundamental side, we leverage over 25 years of buyside experience and our Multi-factor Screening Model. On the quantitative side we use proprietary momentum and back-tested strategies to create non-correlated lower volatility portfolios. With all of our clients we take the utmost care in our service. We create investment and operational infrastructure including but not limited to accounting, technology and client service through our partnerships established over many years in the investment management space.