A complete list of active advisors currently associated with AP Financial Contingency Group Inc

Warmer can help you find a great advisor at AP Financial Contingency Group Inc or one who fits your needs even better.

AP Financial Contingency Group Inc provides portfolio management, financial planning, and subadvisory services to individuals and other client types. The brochure states the firm generally limits its investment advice to insurance products, including annuities, while using other securities to help diversify client portfolios when appropriate. The firm produces an Investment Policy Statement for each client, documents risk tolerance and time horizon, and applies modern portfolio theory with a long-term trading orientation. Although AFCGC indicates it may request discretionary authority, its reported assets are managed predominantly on a non-discretionary basis and clients receive regular custodian statements and quarterly reports. Distinctive features noted in the brochure include an emphasis on client education — the firm’s Code of Ethics lists “Training and Education” and it provides one-time financial planning engagements — which suggests an educational component to its services that is less common among peers. The principal is a licensed insurance agent (disclosed as a potential source of commission-based sales) and the firm operates with a very small client roster and modest assets under management.

To learn more about the advisors currently working at AP Financial Contingency Group Inc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.