A complete list of active advisors currently associated with ApepA Advisors LLC
Warmer can help you find a great advisor at ApepA Advisors LLC or one who fits your needs even better.
ApepA Advisors primarily offers discretionary and non-discretionary portfolio management and investment consulting to individual clients, families, and high-net-worth households. The firm provides advice on held-away accounts and employer-sponsored retirement plans and delivers project- or hourly-based consulting and educational guidance as part of its services. The firm’s investment approach emphasizes simplicity and discipline, favoring low-cost, diversified, index-based exchange-traded funds while using fundamental, quantitative, qualitative, and top-down analysis as appropriate. ApepA documents client objectives in an Investment Policy Statement that addresses risk tolerance, time horizon, social values, and tax considerations, and conducts periodic portfolio reviews. Notable aspects of the firm include its reported absence of regulatory assets under management and client accounts as of the brochure date, and a disclosed principal role serving as trustee of a private family trust in a personal capacity. The firm also participates in Schwab Advisor Services and routinely recommends a qualified custodian, and it offers investment-education and consulting services (including advice regarding employer-sponsored retirement plans and held-away accounts), features that are less common among peers in its category.
To learn more about the advisors currently working at ApepA Advisors LLC, 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.
Name |
Location |
Years of experience |
|---|---|---|
Traverse City, MI
| 0
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