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 500 K in AUM in advisory relationship and for Comprehensive Wealth Management for no additional charge.
Here they are
Advanced |
Premier |
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*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:
- Identify investment goals: growth, income, preservation, or combination.
- Identify risk tolerance and preference.
- Analyze and recommend customized portfolio. We value your input, and we don't have any proprietary products to sell.
Investment Strategy:
- 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.
- 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.
- We use individual stocks, bonds, ETFs, Mutual funds, and structured products in our portfolios.