Search Parameters
Search Only:

Total: 41 results found.

Separating “Flash” from Substance

Created on Tuesday, 08 April 2014. Posted in Content/our blog

... to or detract from your personal success as an investor. Of far more importance is owning a low-cost, globally diversified, long-term portfolio designed to meet your specific goals. History has shown ...

For What It's Worth: Assessing Advisory Fees

Created on Friday, 07 June 2013. Posted in Content/our blog

... poorly timed or both. We use low-cost funds to build your portfolio. Especially if you were trading individual securities or investing in actively managed funds, the savings derived from shifting to ...

Sample Reports

Created on Thursday, 02 May 2013. Posted in Content/services

We provide online access so our clients can view their portfolio and it's performance any time, any place.  Below are a few examples of reports available to our clients in paper format and/or ...

Align In The News

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

... portfolios. Brian provides insights into what the falling dollar really means and why CPAs – and their clients – have no reason to panic. The Oklahoma City Journal Record - August 10, 2005 “Brian Puckett, ...

meet the team

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

... bench of high caliber professionals.  Each Forum principal brings over 25 years experience in one or more aspects of financial management including:  investment portfolio design, retirement, ...

The Align Difference

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

...  Third Party Portfolio Management Fee¹ Varies None Mutual Fund Expense Ratio 1.25%  ² 0.26% ³  Mutual Fund Trading Charges 1.44% 4  0.09% 5  TOTAL ...

Our Time-tested Investment Philosophy

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

... increasingly important in today's tax environment. Your customized portfolio will be built upon decades of rigorous academic research and the latest thinking applied to your particular ...

Strategic Partners

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

Custodial Partners When you work with Align Wealth Management, we become your trusted wealth management partner.  We manage your portfolio pursuant to our agreed upon Investment Policy Statement ...

Investment Management

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

... also requires financial advisors to monitor both their clients' portfolios and their financial lives over time so that they can make adjustments to the investment plan as needed. We employ an investment ...

Important Disclaimer

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

... has attained a particular level of skill or ability. Performance results are presented net-of-fees and reflect the reinvestment of dividends and capital gains.  Portfolio returns are composite returns ...


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

... investment strategies and ongoing portfolio management.  We also deliver periodic performance reviews to ensure alignment of your portfolio with your goals and cash flow needs. You are unique. Accordingly, ...