Rhonda Ducote, AIF® President/Principal Rhonda has climbed the ranks in the financial industry over a 25-year period from a client service representative to Apriem’s President. Her leadership has propelled the firm to over $750 million in assets under management and opened two new offices in San Diego and Los Angeles Counties.
PROMOTION & EDUCATION: Benjamin Lau, CFA, Chief Investment Officer/Principal Ben completed the elite Charles Schwab Executive Leadership Program. This exclusive one-year program combines premier academic curricula and faculty from some of the nation's top graduate schools, one-on-one executive coaching, and the deep industry experience. This is a testament to his
Having just entered 2020, we eagerly wanted to share with you our strategy for the coming year. Throughout the course of two days and four sessions, we had around 80 clients attend our 20/20 Vision Economic Update. We hosted clients in smaller groups
One of the main focuses of Apriem has been to improve the mental and physical wellness of our Apriem family. As such, Apriem celebrated its first annual Wellness Day to celebrate our President, Rhonda Ducote's, birthday. Wellness Day focuses on bringing our team together to encourage self-care, and incorporating
Please join Apriem Advisors as we give back to charities in our community this holiday season! All donations can be dropped off to our office at: 19200 Von Karman Avenue, Suite 1050, Irvine, CA 92612 Any donation is voluntary and the choice to donate or not donate will not favorably or adversely affect
On October 23, 2019, Apriem attended the 2020 Economic Forecast hosted by the Chamber Newport Beach and UCI Paul Merage School of Business. The speakers discussed about an outlook of a benign economic growth without a recession in the next 12 months. They highlighted the positives and negatives of 2020 such as employment growth
FOR IMMEDIATE RELEASE— IRVINE, California – November 12, 2019– the Association of Fundraising Professionals has recognized Apriem Advisors as a 2019 Outstanding Small Business Honoree. National Philanthropy Day (NPD) acknowledges the entire spectrum of services provided by the nonprofit community and recognizes the profound impact that philanthropy has on the fabric of society.
Global stocks are lagging behind U.S. shares, illustrating how investors’ faith in the domestic economy continues to drive a growing divergence in financial markets. Despite expectations that cheaper parts of the market will narrow the yearslong gap, investors remain willing to pay a premium for domestic assets. The trend shows how steady consumer spending
Apriem Portfolio Administrator, Matt Kawashima, recently attended the annual PIMCO wealth management forum where he heard from legendary bond managers like Dan Ivascyn and Mark Kiesel. The forum included dialogue about Dan Ivascyn’s (Group CIO) secular view on income investing in today’s environment, an emphasis on investing in high quality bonds with Mark Kiesel
The narrative that has begun to manifest in the current market environment is that of a “window of weakness”, as PIMCO puts it. You can interpret this as heightened uncertainty in where our economy is headed. What’s outside our point of view from the window? Is there a recession around the corner? Or will