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Investment Management

The process used to invest and manage your financial and material assets is one that should involve expertise and independence. It also should be guided by your personal objectives and what you want your wealth to do for you and your family.

Within that context, a full financial analysis is conducted and an investment policy statement is developed. An investment policy is not just a singular document. There should be an investment policy statement for each of your significant investment objectives created as components within an overall investment policy umbrella.

You can see our time-tested, disciplined investment process illustrated above. Once the appropriate investment policies are developed, asset allocations are designed, and appropriate portfolio managers chosen, monitoring, reporting and rebalancing are key. This is where objectivity and consistency become an important tool for keeping strategies on track.

The objectivity of our approach is strengthened because we are independent and have no proprietary products or investment managers. This frees us to design an investment strategy fully unencumbered, keeping the achievement of your goals, dreams, and desires as our guiding force.

Advisory Roles Integrated Services Investment Management Non-Financial Services


 
 
 

Any opinions expressed in this forum are not the opinion or view of American Portfolios Financial Services, Inc. (APFS) or American Portfolios Advisors, Inc.(APA) and have not been reviewed by the firm for completeness or accuracy. These opinions are subject to change at any time without notice. Any comments or postings are provided for informational purposes only and do not constitute an offer or a recommendation to buy or sell securities or other financial instruments. Readers should conduct their own review and exercise judgment prior to investing. Investments are not guaranteed, involve risk and may result in a loss of principal. Past performance does not guarantee future results. Investments are not suitable for all types of investors.

Securities offered through American Portfolios Financial Services, Inc. Member: FINRASIPC. Investment Advisory products/services are offered through American Portfolios Advisors, Inc., a SEC Registered Investment Advisor. Froehlich Financial Group, Ltd. and American Executive Benefits, Inc. are not affiliates of APA or APFS. Executive wealth management products/services are offered through Froehlich Financial Group, LTD. a registered investment advisor



This communication is strictly intended for individuals residing in the state(s) of CA, CO, CT, DE, FL, IL, MA, MD, MI, NC, NJ, NY, OK, PA, RI, SC, TX and VA. No offers may be made or accepted from any resident outside the specific states referenced.
 


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