Advisors will have access to the Aligned One onboarding platform via mobile and tablets making for a seamless onboarding experience for both clients and advisors.
Having a flat-, and fully transparent fee model makes it possible for advisors to organically grow their business with improved margins, without coming out of the client’s end resulting in aligned interests between all parties.
To achieve each clients objectives, capital is deployed around the globe to reach assets with high real returns and attractive correlations to manage portfolio risk. Including each of these asset classes in a single portfolio allows us to dynamically structure and rebalance portfolios over time.
Marrying of client risk tolerance and suitability with ETF strategies for optimal portfolio structure and execution.
Quarterly reporting gives both client and advisor comprehensive insight into clients portfolio, making it easy to track each persons progress.
Unless otherwise specified, all return figures shown above are for illustrative purposes only. Actual returns will vary greatly and depend on personal and market circumstances.
Investments: Not FDIC Insured • No Bank Guarantee • May Lose Value. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Before investing, consider your investment objectives and Aligned I One charges and expenses. Past performance does not guarantee future results, and the likelihood of investment outcomes are hypothetical in nature. See full disclosures for more information. Not an offer, solicitation of an offer, or advice to buy or sell securities in jurisdictions where Aligned Capital Partner Inc. and/or One Capital Management LLC is not registered. The information provided by One Capital Management LLC herein is educational only and is not investment or tax advice.