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Align In The News

Created on Saturday, 06 April 2013. Posted in Content/resources

... Cash - April 2007 Dennis Packard speaks with the OKCBusiness staff about money markets. News Release Brian Puckett is appointed to the Oklahoma Society of CPAs Investment Committee. News Release Brian ...

The Align Difference

Created on Monday, 30 April 2012. Posted in Content/about

... risk has been instrumental to our continual delivery of successful investment experiences through both good and bad markets.  We also help you minimize the taxes and costs relative to your ...

Our Time-tested Investment Philosophy

Created on Monday, 30 April 2012. Posted in Content/about

... observations: Capital markets are efficient.  Outperforming them is a daunting task and entails increasing risk and cost.  Caution is essential.  Risk matters.  ...

Strategic Partners

Created on Monday, 30 April 2012. Posted in Content/about

... the best ideas from leading practitioners and academic researchers, including Nobel Laureates, to help shape its investment strategy. This strategy is grounded in the efficiency of capital markets. More ...

Our Process

Created on Monday, 30 April 2012. Posted in Content/about

... spirit of Align Wealth Management. Over the years, we have worked through almost every conceivable market condition — crashes, bull markets, bear markets, bubbles, recessions, expansions, and a variety ...

401(k) Plan Management

Created on Monday, 30 April 2012. Posted in Content/services

... talent. Properly established, a well-managed retirement plan can be a win-win for everyone. But there also are plenty of pitfalls to avoid: hidden costs, burdensome oversight, volatile markets and fiduciary ...

OUR INVESTMENT MANAGEMENT APPROACH

Created on Monday, 29 April 2013. Posted in Uncategorised Content

... fundamental, long-term observations:   Most capital markets are highly efficient.  Outperforming them is difficult and entails increasing both risk and cost.  Caution is essential. ...