On April 24th, four members of the Apriem team had the pleasure of attending the first ever “Wealth Management Symposium”, put on by the CFA Society of Orange County. The event was held at the exquisite Pacific Club and featured topics including the four phases of retirement, what it looks like to lead a
Apriem Advisors is one of the first-class registered investment advisory (RIAs) firms to make Financial Times' (FT) 300 list. The fourth edition of the FT 300 assesses RIAs on desirable traits for investors and firm achievements including assets under management, asset growth, industry certifications, SEC compliance record and accessibility. Below is an excerpt: "The formula the FT
Historically, floating-rate loans outperform the broad bond market in flat- and rising-rate environments. Given that the Fed raised rates in December and with more increases expected in 2017, floating rate bonds can benefit from it. Floating-rate loans, also called bank loans or leveraged loans, are below-investment grade corporate debts. They are called “floating rate”
True to our Latin-based namesake, Apriem (meaning: exceedingly, above all, to the highest degree), we strive to provide our clients with the highest degree of service while handling all facets of their finances, helping them reach the goal of financial security and freedom. This also includes our firm-wide commitment to honest, consistent, and ethical performance reporting
This holiday season, Apriem Advisors reached out and made a difference in the community. Thanks to the wonderful nonprofit, Casa Teresa, we were able to deliver a basket of goodies to a mom, child and baby to help make their Christmas a little easier. Upon receiving the food, the mom was overwhelmed and we could
Apriem’s co-CIO Benjamin Lau was recently featured in Yahoo discussing the growth potential of Facebook Inc. (FB). Below is a short excerpt. Facebook doesn't just own Facebook. It also owns one-time rival Instagram, which has 500 million monthly active users. Despite the large user base, Instagram doesn't contribute much to Facebook's breakneck pace of
Apriem's co-CIO Benjamin Lau was recently featured in a TheStreet.com article discussing the future of the technology sector post election. Below is a short excerpt: Some market gurus say it's not difficult to see why tech executives stayed away from Trump. "A lot of Trump's rhetoric during the campaign were hot button issues for
The Orange County Business Journal featured Apriem's Rhonda Ducote in its annual section about financial advisors. Below is short excerpt: The fiduciary rule will take effect in a few short months and when it does, the measure will greatly benefit consumers. Gone will be the days when unscrupulous brokers put their clients into investments they
Cole Ducote is a junior at Chapman University, pursuing Bachelor of Business Administration and Management. He spends his spare time volunteering for Art for Kids, feeding the homeless at Loaves & Fishes, and taking care of kids at the Special Olympics. Marc Jacob is a graduating student from the International School of Management in