By way of example, we are in continual communication with our strategic partner, Forum Financial Management, LP (Forum). Forum is a Registered Investment Advisor with more than 70 financial advisors (including CFP® professionals, CFAs, CPAs, and attorneys). Forum provides Align and our clients a deep bench of highly credentialed professionals with decades of experience across portfolio management, retirement planning, estate planning, insurance analysis and income tax planning. Importantly, like Align, Forum is engaged in delivering wealth management services in the real world to real clients. Throughout the years, our ability to freely share ideas with other successful wealth management firms has proven extremely valuable to our family of clients. To learn more about Forum, visit www.forumfin.com.
Another member of our extended research alliance is Dimensional Fund Advisors (Dimensional or DFA). Dimensional has forged deep working relationships with some of the world's brightest financial thinkers. Nobel laureates and renowned professors in portfolio & economic theory from the likes of Harvard, Stanford, University of Chicago, Dartmouth, and Wharton sit on Dimensional's board. By leveraging our strategic alliance with Dimensional, we are continually researching tomorrow's solutions today. This works in a continual feedback loop:
Of course, Align Wealth Management is not a "research only" firm. Our clients depend on us to deliver results, and our dedication to sound empirical research fosters our ability to deliver efficient and elegant investment solutions to you. You'll own a well-balanced portfolio that is specifically aligned with your goals and objectives. The end result? You'll worry less about your money so you can focus on other, perhaps more important, areas of your life.