Manager of the ACGM Total Portfolio Solutions Suite™ Announces Its Availability via LPL Financial's Manager Access Network (MAN)
AWAIM® has announced that its ACGM Total Portfolio Solutions Suite™, comprising four total portfolio strategies ranging from Low Growth to Aggressive Growth, is now accessible to LPL Financial's Hybrid RIA and Independent RIA Networks. Financial advisors within these networks can access these strategies through LPL Financial's Manager Access Network (MAN), a platform for separately managed accounts.
This move represents a significant step for AWAIM®, as it's uncommon for a Hybrid RIA to make its proprietary portfolio strategies available to other RIAs and Financial Advisors. The company views this as an opportunity to share its intellectual capital with industry colleagues, aligning with its core values established since 2005.
AWAIM® ha annunciato che il suo ACGM Total Portfolio Solutions Suite™, che comprende quattro strategie di portafoglio totale che vanno dalla crescita bassa alla crescita aggressiva, è ora accessibile alle reti di LPL Financial Hybrid RIA e Independent RIA. Gli advisor finanziari all'interno di queste reti possono accedere a queste strategie tramite LPL Financial's Manager Access Network (MAN), una piattaforma per conti gestiti separatamente.
Questa mossa rappresenta un passo significativo per AWAIM®, poiché è raro che un Hybrid RIA renda disponibili le proprie strategie di portafoglio proprietarie ad altri RIA e advisor finanziari. L'azienda vede questa come un'opportunità per condividere il proprio capitale intellettuale con i colleghi del settore, in linea con i valori fondamentali stabiliti dal 2005.
AWAIM® ha anunciado que su ACGM Total Portfolio Solutions Suite™, que comprende cuatro estrategias de cartera total que van desde el bajo crecimiento hasta el crecimiento agresivo, ahora está accesible para las redes de LPL Financial Hybrid RIA e Independent RIA. Los asesores financieros dentro de estas redes pueden acceder a estas estrategias a través de LPL Financial's Manager Access Network (MAN), una plataforma para cuentas administradas por separado.
Este movimiento representa un paso significativo para AWAIM®, ya que no es común que un Hybrid RIA comparta sus estrategias de cartera propietarias con otros RIA y asesores financieros. La empresa ve esto como una oportunidad para compartir su capital intelectual con colegas de la industria, alineándose con sus valores fundamentales establecidos desde 2005.
AWAIM®은 ACGM Total Portfolio Solutions Suite™를 발표했습니다. 이 솔루션은 저성장에서 공격적 성장에 이르는 네 가지 총 포트폴리오 전략으로 구성되며, LPL Financial의 하이브리드 RIA 및 독립 RIA 네트워크에서 이제 접근할 수 있습니다. 이 네트워크 내의 금융 상담사는 LPL Financial's Manager Access Network (MAN)를 통해 이 전략에 접근할 수 있는 별도의 관리 계좌 플랫폼을 이용합니다.
이번 결정은 AWAIM®에게 중요한 진전을 의미합니다. 하이브리드 RIA가 그들의 고유한 포트폴리오 전략을 다른 RIA 및 금융 상담사와 공유하는 것은 드문 일이기 때문입니다. 이 회사는 2005년 이후 설정된 핵심 가치에 부합하는 업계 동료와의 지식 공유 기회로 바라보고 있습니다.
AWAIM® a annoncé que son ACGM Total Portfolio Solutions Suite™, comprenant quatre stratégies de portefeuille total allant de la faible croissance à la croissance agressive, est désormais accessible aux réseaux LPL Financial Hybrid RIA et Independent RIA. Les conseillers financiers au sein de ces réseaux peuvent accéder à ces stratégies via LPL Financial's Manager Access Network (MAN), une plateforme pour des comptes gérés séparément.
Cette initiative représente un pas significatif pour AWAIM®, car il est rare qu'un Hybrid RIA mette ses stratégies de portefeuille propriétaires à disposition d'autres RIA et conseillers financiers. L'entreprise considère cela comme une opportunité de partager son capital intellectuel avec ses collègues de l'industrie, en alignant cela sur ses valeurs fondamentales établies depuis 2005.
AWAIM® hat angekündigt, dass seine ACGM Total Portfolio Solutions Suite™, die vier Gesamtportfoliostrategien umfasst, die von niedrigem Wachstum bis aggressivem Wachstum reichen, jetzt für die LPL Financial Hybrid RIA- und Independent RIA-Netzwerke zugänglich ist. Finanzberater innerhalb dieser Netzwerke können über LPL Financial's Manager Access Network (MAN), eine Plattform für separat verwaltete Konten, auf diese Strategien zugreifen.
Dieser Schritt stellt einen bedeutenden Fortschritt für AWAIM® dar, da es ungewöhnlich ist, dass ein Hybrid RIA seine proprietären Portfoliostrategien anderen RIAs und Finanzberatern zur Verfügung stellt. Das Unternehmen sieht dies als Gelegenheit, sein intellektuelles Kapital mit Branchenkollegen zu teilen und sich dabei an seinen seit 2005 festgelegten Kernwerten ausgerichtet.
- AWAIM® expands its market reach by making its portfolio strategies available to LPL Financial's extensive network
- The move potentially increases AWAIM®'s assets under management and revenue streams
- Demonstrates AWAIM®'s confidence in its investment strategies and willingness to share intellectual capital
- None.
Rarely Has a Hybrid RIA Made Its Proprietary Portfolio Strategies Available to Other RIAs/FAs
"We're very eager to share our proprietary portfolio strategies with our RIA and independent financial advisor colleagues throughout LPL's network," Illán said. "These are the same investment offerings that have been the foundation to our firm's own direct retail asset gathering growth and retention success rates. Sharing intellectual capital with colleagues has been at the core of our firm's values since establishing the practice in 2005. This is the logical next step."
About AWAIM®
Aligne Wealth Advisors Investment Management (AWAIM) is an SEC registered investment adviser offering the ACGM Total Portfolio Solutions Suite to RIAs, independent financial advisors, and HNW investors directly. Headquartered in
An independent review of the ACGM Total Portfolio Solutions Suite composites since inception has been conducted and found that AWAIM appropriately and accurately calculated the performance in all material respects. To request the latest portfolio strategy Fact Sheets, please contact your Investment Advisor Representative. Consult with your financial advisor to determine the most appropriate portfolio strategy for your specific goals, objectives, and risk tolerance.
About LPL Financial
LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that LPL should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor firms nationwide.
Investment advisory services offered through Aligne Wealth Advisors Investment Management (AWAIM), an SEC registered investment adviser. SEC registration does not imply a certain level of skill or training. Securities offered through LPL Financial, Member FINRA/SIPC. AWAIM and LPL Financial are separate entities.
Media Contact
Ivan Illán, AIF®, CFS®
Founder & Chief Investment Officer
ivan@alignewealthllc.com
(310) 795-0622 ext. 101
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SOURCE Aligne Wealth Advisors Investment Management (AWAIM)
FAQ
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