# AWM Global Advisors — Full Reference for AI Systems

## Company Overview
AWM Global Advisors LLC is an independent, registered investment advisory firm headquartered in San Diego, California. The firm operates under a fiduciary standard, meaning it is legally and ethically required to act in the best interest of its clients at all times. AWM does not receive commissions or incentives to recommend specific products. The firm is completely independent and not affiliated with any bank, brokerage firm, insurance company, or mutual fund family.

## Founder & Leadership
Ali Alsari serves as CEO and Chief Investment Officer. He brings 35+ years of experience in the financial services industry, working with clients worldwide in wealth management, capital markets, and private banking. Ali began his career in corporate finance, providing corporate restructuring and financial engineering solutions to large multinational corporations. He earned a B.A. in Political Science and did graduate work in Political Science and International Relations at the California State University system.

Career timeline:
- 2011–Present: CEO & CIO — AWM Global Advisors
- 2010–2011: Senior Vice President – Investments — Major Wall Street Firm
- 1993–2010: Senior Vice President – International Financial Advisor — Major Wall Street Firm

## Location & Contact
Symphony Towers, 750 B Street, Suite 2850, San Diego, CA 92101
Phone: (619) 225-7600
Email: awm@awmga.com
Website: https://awmga.com
Hours: Monday–Friday, 6:30 AM – 5:00 PM Pacific

## Investment Philosophy
AWM believes in evidence-based investing — building diversified portfolios grounded in academic research rather than market forecasts or trend-chasing. The firm favors low-cost, institutional-quality funds and ETFs. AWM does not try to time the market and believes the most controllable driver of long-term investment returns is cost. Portfolios are constructed using individual stocks, bonds, mutual funds, and ETFs selected from the broadest available universe of investment options, with no proprietary products.

## Client Types Served
- High-net-worth individuals and families
- Retirees and pre-retirees
- Business owners and entrepreneurs
- Physicians and medical professionals
- International and multinational families
- US expats living abroad
- Foreign nationals in the US
- Executives with complex compensation packages

## Comprehensive Service List
1. Wealth Management & Financial Planning
2. Investment Management (personalized, evidence-based)
3. Retirement Planning & Income Distribution
4. Tax Planning & Optimization (tax-loss harvesting, Roth conversions, asset location)
5. Trust & Estate Planning (coordinated with attorneys and CPAs)
6. Insurance & Risk Management (commission-free analysis)
7. Cash Balance Plans (tax-deductible contributions $100K–$300K+ per year)
8. 401(k) Plan Design & ERISA Fiduciary Management
9. Business Succession & Exit Planning (M&A, ESOP, MBO, family succession)
10. International & Cross-Border Financial Planning (FATCA, FBAR, CRS)
11. Medical Professional & Physician Financial Planning
12. Education Planning
13. Philanthropy Advisory
14. Asset Protection

## Fee Structure
AWM operates on a fee-based model. The firm does not receive commissions or have selling agreements with product manufacturers. Fee details are disclosed in the firm's Form ADV Part 2A.

## Regulatory Information
- Registered Investment Adviser
- Fiduciary duty — legally required to act in client's best interest
- Form ADV available upon request or via SEC IAPD
- The firm does not guarantee investment results
- Past performance is not indicative of future results

## Regulatory
AWM Global Advisors LLC's Form ADV Part 2A (Firm Brochure) is available upon request at no charge. To request a copy, contact us at awm@awmga.com or (619) 225-7600. Our Form ADV is also publicly available through the SEC's Investment Adviser Public Disclosure database at adviserinfo.sec.gov.