Services We Offer to Advisors
A platform of best-in-class investment opportunities delivering market-rate returns and meaningful impact, as well as model portfolios that suit a range of investor types.
Investment universe includes include mutual funds, ETFs, separately managed accounts, and private investment opportunities.
Full due diligence conducted by the Align Team and approved by an independent Investment Committee.
Educational tools for advisors include landscape analyses of sectors, overviews of impact strategies in asset classes, and monthly advisor training calls.
Align also provides customized sourcing and due diligence services to its advisor partners.