Portions of this publication were prepared by third parties not affiliated with Align Wealth Management. Certain material in this publication may be proprietary to and copyrighted by third parties and is used by Align Wealth Management with permission. Content should not be regarded as a complete analysis of the subjects discussed and should not be construed as legal, accounting or investment advice.
Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly-rated adviser does not ensure that a client or prospective client will experience a higher level of performance or results. These rankings and ratings should not be construed as an endorsement of the adviser by any client nor are they representative of any one client's evaluation. A more thorough disclosure of the criteria used in making these rankings is available on the websites of the respective ranking services and publications.
Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Content should not be construed as an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein. Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. A professional advisor should be consulted before implementing any of the options presented.
Investment Advisory Services offered through Align Wealth Management, a Federally Registered Investment Advisor. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.
Performance results are presented net-of-fees and reflect the reinvestment of dividends and capital gains. Portfolio returns are composite returns of all clients invested within the respective portfolios. Individual results may vary as each client’s portfolio is customized to their particular circumstances. In addition, returns will likely vary based on the timing of deposits and withdrawals, as well as the use of asset classes and investments that are not part of our current portfolio allocations. Returns are time-weighted returns.
No current or prospective client should assume that the future performance of any specific investment or strategy will be profitable or equal to past performance levels. All investment strategies have the potential for profit or loss and past perfomance is no indication of future performance.
Changes in investment strategies, contributions or withdrawals, and economic conditions may materially alter the performance of your portfolio. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will either be suitable or profitable for a client's investment portfolio.
Historical performance results for investment indexes and/or categories generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment management fee, the incurrence of which would have the effect of decreasing historical performance results. There are no assurances that a portfolio will match or outperform any particular benchmark.
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