A complete list of active advisors currently associated with APS Investment Management Group

Warmer can help you find a great advisor at APS Investment Management Group or one who fits your needs even better.

APS Investment Management Group provides investment advisory services to individual clients (including high-net-worth and non-high-net-worth individuals) as well as corporate and other business clients. The firm manages discretionary assets and delivers individualized portfolio management exclusively through a wrap fee program, and it also offers pension consulting services to employer plan sponsors. The firm exercises discretionary authority over client accounts and tailors portfolios to clients’ objectives and risk tolerances, employing fundamental and technical analysis and a mix of long‑term, short‑term, and trading strategies as appropriate. It also describes conservative cash management practices for client cash balances and acknowledges ERISA fiduciary responsibilities when providing pension consulting to participant‑directed retirement plans. Notable distinctions include an unusually high client load per advisor — roughly 557 client relationships supported by a two‑advisor team — and that the firm sponsors its own wrap fee program. The firm’s advisors are registered representatives of LPL Financial and hold insurance licenses, enabling commissionable securities and insurance sales and creating related conflicts of interest that the brochure discloses and addresses.

To learn more about the advisors currently working at APS Investment Management Group, 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.