For Advisors

For Advisors2018-09-01T02:31:15+00:00

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.