Investment Management

Trust and Expertise

For over 20 years, we have helped our clients manage their investments to meet their goals. We offer comprehensive, individually-tailored investment solutions.

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Investment Strategy

By having a clear understanding of your goals and risk tolerance, we can determine how your assets fit into your long-term plan. After considering the entirety of your assets, we help you create a strategy to allocate and diversify them.

Management Strategy

Wealth Management Advisors at Apple & Associates focus on choosing the most suitable investments for our clients. We take an active approach to manage our clients' portfolios.

Fiduciary Responsibility

Apple & Associates is an independent, fee-based Registered Investment Advisor. As such, we act in a fiduciary capacity for our clients.

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