We are a results-oriented boutique firm. We want to prove the value of our service by delivering solid risk-adjusted returns and practical advice with the sights set on the goals you've set for you and your family.
The world is changing rapidly and our success will come anticipating those changes and investing accordingly. We craft your individualized portfolio with a eye toward strong returns, reduced volatility and low fees. Understanding the goals our clients have for their assets and ensuring that we have a sound plan designed to achieve those goals.
Our clients lead full, busy lives. They want someone in their corner, taking care of their financial assets and interests. We can act as a sounding board for all the major financial decision you face, and help you to think through those decisions or, with our network of CPAs, estate attorneys, and other financial experts, bring in outside expertise to help in the process.
As a fee-only fiduciary, our only compensation comes from the transparent fees our clients pay. We do not receive commissions or back door payments. Furthermore, we are completely independent, so we are are free to choose the investment options we feel best suited for your goals.
As a boutique firm, the investment management at APG Capital is handled not by a sales person or account manager, but by your first line of contact - the person who best knows you and your goals.
Areas of Focus
Fortunately we are all living longer, but that makes planning for retirement more challenging, especially given the low interest rate environment. We use goal-based holistic planning to determine the optimal risk profile for you and your family.
Careers with Income Volatility
Many of us have lumpy incomes. Value is created by using that volatility to maximize the opportunities around timing certain tax savvy strategies.
College costs have risen by a multiple of inflation. We can provide practical advise for maximizing financial aid and tax-advantaged accounts, regardless of the family's financial situation.
In times of personal tumult, relying on a fiduciary who will be in your corner is critical.
Working with your estate planners, we can construct a investment plan that will ensure a legacy for future generations.