FOR IMMEDIATE RELEASE— IRVINE, California – September 24, 2019– InvestmentNews has recognized Apriem Advisors as a 2019 Excellence in Diversity and Inclusion Awards winner. Apriem Advisors was chosen from over 160 nominations by a committee of InvestmentNews representatives and judges from the advice business to be recognized for the firm’s ability to inspire others from diverse backgrounds to join, flourish and bring their true selves to work in the financial services industry.
InvestmentNews is proud to introduce the second annual Excellence in Diversity and Inclusion recognition program. It aims to tell the story of individuals and firms using their success, leadership skills, and willingness to implement and advocate for diversity and inclusion within the financial advisory industry.
“The initiatives showcased by these honored firms serve as examples of what businesses within the financial advice industry should be striving for when it comes to creating a diverse and inclusive culture,” said Frederick P. Gabriel, editorial director of InvestmentNews.
“Apriem strives to be a real change leader in the industry through our signature initiatives,” said Rhonda Ducote, president and principal of Apriem Advisors. “Firstly, we launched Women of Wisdom (WOW) in 2014 to encourage, embrace and educate women to become more involved in their family finances. Secondly, through ‘Apriem Cares’ the firm is deeply involved with causes that benefit underrepresented groups of women, children, and elders. Lastly, our Industrial Retiree Service specializes in the industrial sector, managing assets for blue collar workers in Southern California. As with the rest of our diverse clientele, Apriem is honored to serve and build the road to a bright financial future for our clientele.”
Apriem Advisors, along with the other finalists, was highlighted in the August 5th issue of InvestmentNews, online at investmentnews.com. The award ceremony was held on September 24 in New York City.
For media inquires please contact: Rhonda Ducote at 949-253-8888 or rhonda@apriem.com
About Apriem Advisors: Located in Irvine, Calif., Apriem Advisors is an independent, registered investment advisory firm. It manages assets for approximately 500 families worldwide, totaling more than $725 million in assets under management. True to its Latin-based namesake, Apriem strives to provide its clients with the highest degree of service while handling all facets of their finances, helping them to experience financial security and freedom. Connect with us at www.apriem.com.
Awards Disclosure: InvestmentNews received hundreds of nominations for the 2019 awards. Advisory firm awards honor registered investment advisory firms, independent broker-dealer affiliates, or branch offices of a wirehouse, insurance firm, or brokerage, that have fostered diversity and inclusion within their own firms, among clients (especially those who have been traditionally ignored by financial service professionals), or within the financial advice industry as a whole. Apriem did not pay InvestmentNews a fee to participate in the award.