Allies in
Investment
We work collaboratively with both investors and advisors to bridge the worlds of finance and impact.
Allies in
Investment
We work collaboratively with both investors and advisors to bridge the worlds of finance and impact.
How we work with investors
and advisors:
01
Comprehensive Wealth & Financial Planning
+ Wealth planning that integrates your financial goals and values, including scenario analysis, tax-aware portfolio design, concentrated position strategy, and long-term capital planning. We coordinate closely with your other advisors to ensure a connected and intentional financial picture
02
Portfolio
Construction
+ A disciplined investment process grounded in deep manager research, multi-asset-class portfolio design, and clear risk/return frameworks. Clients receive the sophistication expected of a leading RIA, strengthened by Align’s specialized impact expertise.
03
Integrated Values & Impact Strategy
+ Impact is integrated directly into our investment advisor—not an overlay and not outsourced. We help clients articulate their priorities and translate them into investable themes across public and private markets with the same rigor as any financial mandate.
04
Estate & Tax Planning Coordination
+ Close collaboration with external estate attorneys, tax professionals, and family office partners to support trust structures, gifting strategies, and multi-generational planning.
05
Clear, Credible Portfolio and Impact Reporting
+ Reporting that includes both a clear view of your portfolio and performance analysis as well as offering insight into the measurable change created by a your capital. Designed to be decision-useful, comparable, and clear.
06
Streamlined Operations
+ Our in-house Operations team supports every aspect of your portfolio’s implementation and maintenance—from account openings and capital movements to subscription paperwork and tax documentation.
07
Philanthropic
Support
+ Advisory support for donor-advised funds, foundations, and charitable giving strategies. We connect investment strategy with philanthropic intent, ensuring both work together effectively while relying on outside experts for legal or administrative needs.
08
Cross-Generational Education & Engagement
+ Guidance for rising generations focused on investment literacy, values exploration, and shared decision-making. We facilitate thoughtful conversations and learning across the family.
09
Proactive, Relationship-Centered Advisory
+ Ongoing monitoring, regular strategy reviews, and open communication. As markets, life, and priorities evolve, we offer steady, thoughtful guidance grounded in fiduciary care and long-term partnership.
10
A Curated Community of Values-Aligned Peers & Experts
+ We foster connection and shared purpose by curating a values-aligned community through in-person gatherings, virtual conversations, thought leadership, and immersive workshops—creating space for clients, partners, and team members to engage with each other and deepen their impact journeys together.
