Alignment Financial Group

Overview

Alignment Financial Group is a relatively small, SEC-registered advisory firm that blends traditional equity management with active use of alternative strategies. The firm presents itself as a hedge-fund–classified adviser that also acts in commodity/futures capacities (CPO/CTA), and it serves both individual and institutional clients. Equity exposure is the central allocation focus, delivered largely through exchange-traded instruments, while alternative allocations—hedge funds, commodities, digital currency, and oil & gas—complement core positions for return enhancement and diversification. The firm charges fees as a percentage of assets under management and provides pension consulting and selection-of-other-advisers services, indicating it both manages portfolios and sources external managers when needed. Alignment Financial Group is not positioned as an ESG-specialist and is not registered as a multi-state adviser. Its combination of portfolio management for individuals, pooled vehicles and institutions, alongside commodity trading authority capabilities, suggests a hybrid approach: liquid equity cores with tactical, manager-driven or derivative-based alternative sleeves.

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