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Investment Management & Advisory

Investment Management & Advisory

An investment portfolio is a key component of your financial plan.  It offers you the potential to reach your long-term goals.  Discipline, through good and bad times, is necessary to keep your plan on track.  Your investment portfolio, just like your financial plan, needs to be continuously monitored and adjusted to protect against risk of loss, inflation, interest rate changes, taxes and unforeseen events.

Our holistic investment process includes in-depth assessments of the correlation between risk and return, an optimized asset allocation crafted for each client based on his or her unique facts and circumstances, and ongoing analysis and reporting.

Our priority is to outline the investment plan that obtains the return you need to achieve your objectives.  Once your strategy is implemented, we monitor and evaluate your portfolio, research new opportunities as they arise, while focusing on appropriate tax management, which is a core strength of Apexium Financial LP given our affiliation with the accounting firm of Citrin Cooperman & Company.