AWAIM Launches Its Portfolio Solutions for Financial Advisors

AWAIM Unveils Portfolio Strategies via LPL Financial Network

AWAIM, an innovative provider of investment solutions, is thrilled to announce that its comprehensive ACGM Total Portfolio Solutions Suite™ is now accessible to financial advisors through LPL Financial's Manager Access Network (MAN). This exciting development paves the way for independent financial advisors and RIAs to leverage the firm's unique investment strategies, which range from Low Growth to Aggressive Growth, tailored to meet diverse client needs.

Empowering Financial Advisors with Advanced Strategies

"We are committed to sharing our proprietary portfolio strategies with our colleagues in LPL's network," stated Illán. These investment offerings are the cornerstone of AWAIM's growth and success in retail asset gathering. Since launching in 2005, the firm has prioritized sharing knowledge and resources, reinforcing a culture of collaboration within the financial advisory community. This partnership represents the next step in that mission.

About AWAIM and Its Distinctive Offerings

Aligne Wealth Advisors Investment Management (AWAIM) operates as an SEC-registered investment adviser dedicated to providing the ACGM Total Portfolio Solutions Suite to RIAs, independent financial advisors, and high-net-worth investors. With its base in Century City and founded by industry leader Ivan Illán, AWAIM stands out for its commitment to excellence and transparency in investment management. For further insights and to explore their suite of strategies, interested advisors can visit the official website.

Performance Insights of ACGM Total Portfolio Solutions Suite

A comprehensive review of the ACGM Total Portfolio Solutions Suite has confirmed that AWAIM accurately calculated performance metrics, ensuring reliability in providing financial advisory services. Advisors and clients interested in the latest portfolio strategy fact sheets are encouraged to contact their investment advisors to gain tailored insights into the offerings that align with their specific objectives.

LPL Financial: Advancing Advisor Empowerment

LPL Financial Holdings Inc. (Nasdaq: LPLA) operates with the essence of making the advisory process streamlined for advisors and institutions, positioning itself as a market leader. Currently, LPL supports over 23,000 financial advisors and upwards of 1,000 institutions and approximately 580 registered investment advisory firms across the nation.

The Importance of Regulation and Ethical Standards

It is essential to note that investment advisory services provided by AWAIM, as an SEC-registered adviser, emphasize the importance of sound practices and integrity in the finance sector. The SEC registration signifies adherence to regulatory standards, though it does not equate to an endorsement of competency or expertise.

Frequently Asked Questions

What is AWAIM?

AWAIM (Aligne Wealth Advisors Investment Management) is an SEC-registered investment adviser that offers the ACGM Total Portfolio Solutions Suite to various investors.

How can financial advisors access the ACGM Suite?

Financial advisors can access the ACGM Total Portfolio Solutions Suite through LPL Financial's Manager Access Network.

What types of investments does AWAIM offer?

AWAIM provides a range of portfolio strategies, from Low Growth to Aggressive Growth, tailored for different client objectives.

Is AWAIM registered with the SEC?

Yes, AWAIM is an SEC-registered investment adviser, ensuring compliance with regulatory requirements.

What is the significance of LPL Financial in this partnership?

LPL Financial is a leading network that supports financial advisors, enhancing their ability to provide diverse investment strategies like those from AWAIM.

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