Strategic Partners
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 customized just for you. However, you remain in control of your assets at all times because your accounts are held in your name with a major third party custodian such as Fidelity Institutional Wealth Services and TD Ameritrade Institutional. And, of course, you will enjoy 24/7 access to your accounts from anywhere in the world via the internet.
Two of the world's strongest and largest financial companies, Fidelity Institutional Wealth Services and TD Ameritrade Institutional both offer a powerful set of capabilities for Registered Investment Advisor firms such as Align Wealth Management. They both provide sophisticated wealth management investment strategies and services, extensive practice management resources, and flexible, open technology environments all backed by two of the strongest wealth management platforms in the world. And, importantly, both Fidelity and TD Ameritrade provide the peace of mind that comes with knowing that your assets are secure with a world-class custodian.
Investment Management Partners
Dimensional Fund Advisors (DFA) is privately held and has been a source of consistent innovation in the investment management industry 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 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 information on Dimensional Fund Advisors can be found at www.dfaus.com.
Litman/Gregory, co-founded in 1987 by Ken Gregory and Craig Litman, is based in Larkspur and Orinda, California. The firm manages over $5 billion and has over 45 employees. Litman/Gregory conducts rigorous, independent research of markets, managers and asset classes. Litman/Gregory assists Align with asset valuation and asset allocation research so that we can deliver excellent portfolio management to you.
Financial Planning Partners
Financeware.com and its sister company, Wealthcare Capital Management helps Align Wealth Management to deliver ongoing, goal focused wealth management solutions. Align blends the Financeware technology, the wisdom of the entire Wealthcare Capital team, and our own intellectual capital to create a customized Wealthcare plan for you. This includes not only initial plan design and an investment policy, but also status monitoring and reporting. This strategic alliance empowers us to help you make the most of your financial life by not only identifying your goals and managing your portfolio, but also by providing you with measurable confidence in meeting those goals, while not introducing unnecessary investment risk or making unneeded sacrifices to your lifestyle. To learn more, please visit www.wealthcarecapital.com or download a Wealthcare brochure.
Portfolio Accounting, Trading, and Reporting Partner
Providing even more peace of mind is our third-party reconciliation agent, Orion Advisor Services. Orion provides portfolio accounting, trading, and reporting technologies to many of today's leading fee-only, independent investment advisors. Orion administrates more than $35 billion in assets for more than 365,000 accounts. With more than 100 years of experience and its cutting-edge portfolio accounting systems, Orion provides Align with significant back office support. This allows your Align team to spend more time focused on you, understanding your objectives, and aligning your wealth with your life.
Orion helps us foster our commitment to complete transparency and in our commitment to the security of your assets. You will enjoy 24/7 online access to your accounts from two sources, your custodian (Fidelity, TD Ameritrade) and also via Orion, an independent reconciliation agent. This provides a system of checks and balances and delivers peace of mind knowing your assets are always secure.
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