Investment Management

APIM Investment process and services:

Price and Delivery:

If you are just looking for investment advice and no financial planning, you can use the appropriate investment advice package for your needs. This service is included for APIM clients with a minimum of 250 K in AUM in advisory relationship and for Comprehensive Wealth Management for no additional charge.

Here they are

 

Core

Advanced

Premier

- Appropriate for investing less than $400K.

- Initial meeting setting goals, risk and Investment objective and deliver customized recommendations

- Semiannual investment portfolio review, with performance evaluation

-Semiannual Macro and Micro fundamentals review of portfolio, economy, and outlook

- Semiannual Investment recommendation including new opportunities and rebalancing.

- Total of 3 portfolio meetings.

- Price is $2500 flat fee or $212 /month for subscription

 

 

-  Appropriate for investing b/w $400 K to $1million

 - Initial meeting setting goals, risk and Investment objective and deliver customized recommendations

- Quarterly investment portfolio review, with performance evaluation.

-Quarterly Macro and Micro fundamentals review of portfolio, economy, and outlook

- Quarterly Investment recommendation including new opportunities and rebalancing.

- Annual Tax efficient strategy implementation

- Total of 5 portfolio meetings.

- Price $6000 flat fee or $504/month for subscription

-  Appropriate for investing above $1 million.

- Initial meeting setting goals, risk and Investment objective and deliver customized recommendations

- Bi-monthly investment portfolio review, with performance evaluation.

-Bi-monthly Macro and Micro fundamentals review of portfolio, economy, and outlook

- Bi-monthly Investment recommendation including new opportunities and rebalancing.

-Annual review for complex investment strategy including, REITS, Annuities,  and other Alternative investments.

- Semi Annual Tax efficient strategy implementation

- Total of 7 portfolio meetings

- up to 2 million flat fee is $10000 flat fee or $837/month for subscription

- Above 2 million custom fee.

 

*All prices are charged per year.

 

Advantage:

Reduce time spent on managing your investments and benefit from customized strategies and behavioral finance counseling. Get the advantage of professional management and oversight.

Investment focus:

Growth Equities, Sector funds, Alternative investments, and structured products.

 

Investment Process:

  1. Identify investment goals: growth, income, preservation, or combination.
  2. Identify risk tolerance and preference.
  3. Analyze and recommend customized portfolio. We value your input, and we don't have any proprietary products to sell.

Investment Strategy:

  1. Our investment allocation and buy strategy are based on, Micro and Macro fundamentals and the potential benefit of the individual investment to your portfolio and goals.
  2. Our rebalancing and sell strategy are based on, reducing concentration, setting some profits aside, tax loss benefit and when the performance, fundamentals and outlook has changed for the individual investment.
  3. We use individual stocks, bonds, ETFs, Mutual funds, and structured products in our portfolios.