Valuealigned Partners

Overview

Valuealigned Partners is an independent, fee-for-service registered investment adviser organized as an LLC that focuses on serving individual and family clients. The firm charges a percentage of assets under management and offers financial planning, discretionary portfolio management for individuals and small businesses, and management of pooled investment vehicles. It also produces periodicals or newsletters and runs educational seminars and workshops as part of its client-facing activities. The adviser is not structured as a capital allocator, does not identify as an active ESG investor, and is not registered as a multi-state or pension consultant firm.

Assets & Accounts

Public Holdings

Investments & Alternatives