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 360 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 1 million - 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 2 portfolio meetings. - Price is $2500 flat fee or $212 /month for subscription
|
- Appropriate for investing b/w $ 1million to $ 2million - 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 4 portfolio meetings. - Price $6000 flat fee or $504/month for subscription |
- Appropriate for investing above $ 2 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 3 million flat fee is $10000 flat fee or $837/month for subscription - Above 3 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:
- 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.