What You'll Walk Away With:

• A professionally managed portfolio built for your goals and timeline.

• Sustainable investments by default—so your money reflects your values.

• Confidence that your portfolio stays balanced as markets rise and fall.

• Tax-smart strategies to help you keep more of what you earn.

• Peace of mind knowing someone is watching your accounts year-round.

 

Why Alignment Matters:

Most people don’t want to spend their time worrying about markets or rebalancing portfolios—and you don’t have to. Alignment takes that work off your plate, while giving you the confidence that your money is invested in a way that supports both your financial future and the things that matter most to you.

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The Details:

• Invest for the future you want—without compromising your values.

• Available to certain Foundation clients and to select individuals based on complexity, resources, and fit.

• Fee: a tiered percentage of assets under management (learn more here)

• Includes: ongoing portfolio management, rebalancing, tax-smart strategies, & regular progress check-ins.

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Ready to start aligning your money with your life?

Build long-term wealth with values-aligned investing. Get started today.