Creating individually-tailored investment portfolios based on your risk tolerance.
Trust and Expertise
For over 20 years, we have helped our clients manage their investments to meet their long-term goals. We pride ourselves on putting our client's needs first.
By having a deep understanding of your risk tolerance, we can implement an investment strategy that fits you. Allowing you to weather through the market fluctuations.
Fiduciary Responsibility/Advisor Compensation
Does your investment manager receive compensation through commissions or fees?
Apple & Associates is an independent, fee-based Registered Investment Advisor. As such, we act in a fiduciary capacity for our clients.
At Apple & Associates, we create and manage individually tailored portfolios based on your goals and risk tolerance. We only manage investments using the fee-based model to ensure that our compensation is aligned with the best interest of our clients. To ensure the cost to our client is kept to a minimum, we avoid high-cost investment vehicles. We typically structure our portfolios with a long-term view and take an active approach to ensure that the portfolio is optimized based on the changing market conditions.