Building a durable portfolio is not just about picking hot tech stocks or ETFs. Modern investment management must consider client needs and diversification. During Apriem’s Portfolio Construction series we will look to share with you some important concepts like asset allocation and investing in bonds and stocks. We will also share our insights on Apriem’s style of investing.

A Four-Part Series on the Basics of Successfully Saving and Growing Your Wealth. It’s easy to set a financial goal, but difficult to know where to start and what to do along the way. Wealth building requires discipline, an understanding of basic financial concepts, and strategic use of investment vehicles to help goals become realities. This four-part series is designed to walk through the wealth building process from scratch.