Founder & Chief Investment Officer, Ivan Illan, shares AWAIM's mission of delivering upon the expectation that most investors have when hiring a financial advisor. Too often, clients are not properly informed that their financial advisor is NOT making their portfolio's buys or sells decisions. Instead, there's a third-party to whom it's been delegated - an institution and/or other disconnected people that the client never speaks with or meets.

AWAIM is different because it does not outsource its portfolio management activity or research. It proactively adjusts the asset- and sub-asset allocations within their clients' portfolios, based on the AWAIM Investment Committee's forward-looking global macroeconomic risk assessment. Furthermore, AWAIM provides an independently verified performance history, which serves as a formal record of actual decisions and results made over time. By contrast, most financial advisors only show hypothetical historical results when pitching prospective clients.

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