Aligned Asset Management

Overview

Aligned Asset Management is a privately owned corporate advisory boutique that positions itself as a capital allocator and planner rather than a traditional discretionary asset manager. The firm lists financial planning and the selection of other advisers as its primary advisory activities, indicating a focus on constructing advice-delivery platforms and outsourcing portfolio implementation to third-party managers. Compensation is described as fixed fees (with an unspecified “other” component), and the firm does not identify itself as an active ESG investor. Industry connections include relationships with other investment advisers, accounting firms, law firms, and insurance companies, which suggests the firm coordinates or complements complementary professional services for clients. The firm is not classified as a multi-state adviser, is not newly formed, and does not market itself as a pension consultant or a related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices