Aligned Asset Management

Overview

Aligned Asset Management is a corporation owned by an individual and operates primarily as a capital allocator that sources and selects external managers rather than managing a traditional roster of client accounts in-house. Its stated advisory activity is the selection of other advisers, and its fee arrangement includes fixed fees (and other unspecified fees). The firm is not identified as an active ESG investor and does not report multi-state advisory operations. The firm reports affiliations with a range of professional entities — other investment advisers, an accountant, a law firm, and an insurance company — suggesting its model leans on external partnerships and third-party services to deliver solutions. Classification within the dataset is unclassified, and the firm does not list pension consulting or related-adviser roles.

Assets & Accounts

Investments & Alternatives