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