Aldershot Financial Group is a registered trade name of Aligned Capital Partners Inc. (ACPI). Those words represent what we do: we simplify complex financial information and help you make smart decisions. It also represents our investment philosophy. Smart investing doesn't have to be complicated. Aldershot Financial Group of ACPI guides families through decisions that affect their financial well-being and investments.
We offer comprehensive financial advice and a simpler, smarter alternative for investing. We're here to help you make smart financial and investment decisions when they matter most.
We offer comprehensive financial advice and a simpler, smarter alternative for investing. We're here to help you make smart financial and investment decisions when they matter most.
Services
It's about making smart financial decisions when they matter most - when an event occurs in your life that impacts your financial situation. We call these Life Events. Helping people work through a Life Event is a big part of what we do. There likely isn't a Life Event that we haven't worked through numerous times.
SimpleSmart investing doesn't involve searching for a needle in a haystack - we buy the haystack. How big is our haystack? We figure about 7,000 stocks. What if you could buy them all? You may have heard of this method. It's called indexing. Index investing lets you take advantage of owning stocks, but at a lower cost.
Our clients are regular, hard-working people whose lives are full of the events that most of us go through. That's often when we first meet - after a life event such as the birth of a child, an early retirement offer, the end of a marriage, the passing of a spouse, or the sale of a family home or business - when a life event prompts decision making.
For decades, we've been delivering our professional knowledge, guided by our moral compass, putting your interests first - always. Yet clients identified something more, an underlying process that earned their confidence. It's something that we've developed and refined over the years. It ensures that your unique situation and concerns are identified and addressed.
If you're paying hidden fees, you may be paying high fees. They get lopped off the top before you see your investment returns in the hopes that you won't notice just how much you're paying. You may also be missing out on a tax deduction. First, we help you pay fewer people. We've eliminated a lot of "helpers" who would like a piece of your investment returns - sales forces and marketing departments.
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