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For What It's Worth: Assessing Advisory Fees

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

... to oversee and eliminate inefficient, potentially costly gaps or overlaps in your related wealth management activities and relationships such as your estate planning, charitable giving, tax planning, risk ...

Align In The News

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

... advisors in the United States. The Oklahoman - Expert Financial Advice: Ignore Experts - April 12, 2009 Dennis Packard discusses the importance of evaluating risk and creating a long term plan ...

Videos

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

... access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites to which you link.  ...

The Align Difference

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

... Excessive Risk, Cost, and Tax Before investing a penny of your hard-earned money, we work with you to craft a customized plan with a focus on your specific goals, dollars, and deadlines.  ...

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

... for nearly thirty years by engineering portfolios to capture the specific dimensions of risk worth taking while adding value through patient, skillful trading and disciplined cost management. DFA uses ...

Investment Management

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

... challenges. Advisors will then design an investment plan that takes the clients' time horizons and tolerance for risk into account while maximizing the clients' probability of achieving their goals. It ...

Important Disclaimer

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

... of your portfolio.  Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will either be suitable or profitable for ...

ALIGNING YOUR WEALTH WITH YOUR LIFE

Created on Tuesday, 24 May 2011. Posted in Content/main

... risk for too little return, receiving mediocre service and conflicted "advice," and paying too much in taxes, commissions, and fees.  We solve these problems.  It's who we are.  It's ...

ADVANCED PLANNING

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

... series of choices and intelligent answers.  Your choices might entail more or less savings, more or less risk, or adjustments to your goals and objectives.  It's an ongoing dialogue that ...

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. ...