Aligne Wealth Advisors Investment Management Research Acknowledged by Congressional Research Service
In a significant development for economic research and analysis, Aligne Wealth Advisors Investment Management (AWAIM®) announced that its work was cited in a report by the Congressional Research Service (CRS). This accolade reflects the firm's commitment to delivering high-quality economic insights amidst the growing complexities of financial markets.
Significant Recognition
On December 4, 2024, AWAIM revealed that its economic analysis was featured in a recent CRS report targeting U.S. Congress members and committees. AWAIM, known for its focused wealth advisory and investment management approach, continuously strives to enhance understanding of economic trends and their implications for investors. This citation signifies a milestone for the firm, showcasing its growing influence in the economic dialogue relevant to national policy-making.
The CRS, renowned for its objective and nonpartisan analyses, plays a critical role in educating legislators on various policy issues. By incorporating AWAIM's research in their reports, CRS underscores the value of independent and data-driven economic analysis that supports legislative decision-making.
AWAIM’s Research Highlights
Among the key pieces of research cited was an article authored by AWAIM's Founder and Chief Investment Officer, Ivan Illan, which was published in Forbes on October 19, 2023. This paper delves into the ramifications of a flattening yield curve and its potential impacts on future fiscal health. Its insightful analysis evidently captured the attention of the CRS researchers, leading to its inclusion in the updated report entitled "How Treasury Issues Debt," published on January 29, 2024.
Illan expressed pride in this achievement, stating, "We are honored to have our firm's economic research featured in a Congressional Research Service report. This recognition underscores our commitment to providing insightful analysis on critical economic and capital markets issues." This sentiment resonates with the firm’s mission of empowering clients to navigate complex financial landscapes with well-informed decisions.
Commitment to Insightful Analysis
AWAIM's research is not only prominent in reports but is also frequently published in leading financial publications, highlighting its focus on market trends and economic forces. Their contributions allow clients and the broader financial community to glean important insights into ongoing economic conditions that influence investment strategies. As a boutique firm, AWAIM prides itself on maintaining rigorous research standards, aiming to equip clients with the knowledge necessary to thrive in dynamic market environments.
The recent acknowledgment from the CRS amplifies AWAIM's standing as a trusted and reputable source of economic and financial expertise, further demonstrating how invaluable independent research can inform national discourse.
Read More
To explore the referenced Forbes article, titled "What A Flattening Yield Curve Means For Future Fiscal Fitness," please visit
Forbes. For the complete CRS report, titled "How Treasury Issues Debt," visit
CRS Reports.
Founded by Ivan Illán, a recognized thought leader in financial strategy, AWAIM is registered with the SEC and provides comprehensive investment solutions through its ACGM Total Portfolio Solutions Suite™ to high-net-worth investors, family offices, and pension plans. More about AWAIM and its regulatory disclosures can be accessed at
Aligne Wealth.