Investment Management

Apprise provides wealth management services on a fee-only basis where client portfolios are managed according to the client’s stated investment goals and objectives. Investment portfolios are tailored to the needs of the individual client.

The portfolio manager works closely with the client to draft an investment policy statement (IPS) which sets the parameters for the investment portfolio. Among other factors, the statement incorporates investment return expectations, risk tolerance, time horizon, liquidity needs, and income requirements in formulating an asset allocation and asset location framework.

our Approach

We employ a value-oriented investment style utilizing a combination of growth and value stocks, exchange-traded funds, and mutual funds. Value stocks typically trade at low prices relative to anticipated earnings and have above-average dividend yields. Growth stocks offer value when purchased at prices that do not reflect future growth potential. Investments are made in companies with perceived competitive advantages, including know how or trademarks. We also favor companies with solid underlying fundamentals such as strong balance sheets and profitability, but whose share price appears to be temporarily depressed. Our goal is not necessarily to beat the market but to build a portfolio that allows clients to meet their short- and long-term goals and objectives.

Why Choose Us

INTEGRATED APPROACH

Our approach to wealth management helps clients strive to maximize their wealth and spend more time enjoying the achievements of their life and work.

It is through detailed financial conversations encompassing all aspects of our clients’ lives that we empower people to make informed decisions.

ACCOUNTABILITY

As fiduciaries, we give you guidance you can trust, and we care about your financial life. We provide advice that uses simple language to explain complex topics, helping to foster financial literacy. Our feeling is that the quality of our advice is based on the depth of the relationships we build with each client. We are committed to helping you meet your financial goals.

PEACE OF MIND

We do our best to avoid elevating stress levels. Therefore, you will never see a market barometer or breaking news on this site – that is simply more noise.

At Apprise, we understand that short-term tactics can be important but they must be executed based upon wise strategic decisions rather than best-guess predictions.    

Pathway to an Informed Retirement

Pathway to an Informed Retirement
1 443 690-5240

14840 Hunting Way Phoenix, MD 2113

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Have a Question?

We welcome your questions regarding financial planning and investment management.