We are fiduciaries to our clients. AZ Apice Capital Management LLC is an SEC-registered investment advisory firm. For more information related to the ownership or management structure of the Adviser, please contact AZ Apice or visit www.adviserinfo.sec.gov
A ‘Client First’ philosophy, asset protection, and institutional access to global ideas are the bedrock of our approach.
As fiduciaries to our advisory clients, we focus on understanding client needs and financial goals. We work alongside our clients, often listening and other times steering the conversation to ensure client interests are always best served. We employ an ongoing consultative process to keep our clients well informed of opportunities that might be within their reach, given each individual situation. We always strive to find the best and most efficient solutions for our client’s financial needs.
We approach wealth and portfolio management with the collective intellectual capital of the financial industry, filtering and taking care to note that no one person or institution has a monopoly on good ideas. We employ an academic and proactive approach within our portfolio management responsibilities in asset diversification with active rebalancing and efficient pricing to investment vehicles.
Asset Management Philosophy
Establishing Goals and Objectives
At this stage, we work closely with our customers to assess their current financial situation (current cash flow), helping to identify and prioritize both the short- and long-term goals within each individual’s risk tolerance.
Defining Investment Strategies
Following our initial and basic understanding of each client, we work collaboratively in defining a strategy for allocating his or her resources in line with the client’s specific goals.
Having mapped out a strategy, we begin the implementation process, considering best investment choices suitable to each individual investor’s profile and objectives.
Periodic evaluation of results
Evaluation and constant monitoring of results is of utmost importance to examine tracking with the goals and objectives outlined.