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Meet the global team responsible for the stewardship of your capital. Our specialists in investment strategy, risk management, and client service operate as an integrated unit, applying rigorous analysis and a long-term perspective to meet complex financial objectives.
Aligne Wealth operates under the rigorous supervision of Hong Kong's leading financial authorities, including the Securities and Futures Commission (SFC).
Our adherence to these stringent regulatory standards ensures that we maintain the highest levels of capital adequacy, transparency, and professional conduct.
This oversight provides you with the peace of mind that comes from knowing you are working with a firm that is held accountable to the highest legal and ethical benchmarks in one of the world's premier financial centers.
Our commitment to you is simple and absolute: we are fiduciaries. This is a legal and ethical obligation that legally binds us to act solely in your best interest at all times.
Unlike brokers who operate under a less strict "suitability" standard, our fee-only structure eliminates conflicts of interest. We do not accept commissions or sell proprietary products.
This creates an unconflicted partnership where our success is measured only by your success, ensuring the advice you receive is objective, unbiased, and tailored exclusively to achieving your financial goals.
Safeguarding your assets and personal data is a responsibility we take with the utmost seriousness. Our internal operations are built on a framework of robust controls, cutting-edge cybersecurity, and institutional best practices.
To ensure an independent layer of security, your assets are held with globally recognized, third-party custodians—never by us directly.
This separation provides a critical safeguard and ensures complete transparency, allowing you to have unshakable confidence in the security and integrity of your wealth.
Since its inception, AWAIM has been guided by a singular conviction: to deliver institutional-grade asset management where client and firm objectives are aligned. Our history is a testament to deliberate growth, a consistent investment philosophy, and the enduring trust of our professional partners.
After a decade working in product development and investment banking, Ivan Manuel Illán began an independent investment advisory practice based on the Austrian School of Economics’ philosophy as mentored by the world’s foremost anti-Castro economist and former Undersecretary of the Treasury of the Castro Revolutionary Government, José Manuel Illán.
Led by Ivan Illán, Aligne Wealth Preservation & Insurance Services, LLC. was founded in Los Angeles by a team of veteran investment managers who saw a critical need for an independent advisory firm built on verifiable alignment of interests across the wealth advisory spectrum.
Aligne Wealth LLC launched its global macro, tactical strategies leveraging the innovative platform capabilities co-developed in partnership with MML Investors Services, LLC (a wholly owned subsidiary of MassMutual Financial Group). Aligne Wealth began independently verifying its performance track record this same year.
Aligne Wealth LLC registered its formal trademark name, Aligne Wealth Advisors Investment Management (AWAIM®), to reflect its focused dedication to the ACGM Total Portfolio Solutions Suite™ which dynamically supports the objectives of sophisticated investors throughout the U.S..
AWAIM launched as a U.S. SEC Registered Investment Adviser in June 2022.
Marking its first international expansion, AWAIM officially opened an office in Hong Kong to better serve its investors in the U.S. and growing client base across ASEAN and China through first-hand intellectual capital acquisition in global markets.
Get in touch with our team email, phone or visiting our office.
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