Good Afternoon Valued Clients, Friends and Family,

Today marks the 25th “Silver” anniversary of Apriem Advisors. It is hard to believe that 25 years have already gone by.

A Message from the Founder, Harmon Kong:

We celebrate the New Year with hearts filled with gratitude as Apriem Advisors celebrates our 25th anniversary. I would like to take a moment to thank our clients, friends, and family for being a part of our journey. A special THANK YOU to those who have been with us since the beginning. We founded Apriem Advisors on the guiding principles that your success is our success, our main goal was to treat each client as Ohana (family), something we were unable to do while working in a big corporate environment. While much has changed over the years, these guiding principles have not and never will. We will continue to serve you to the highest degree and will continue to do so for many years to come. We exist because you allow us the privilege to serve you and your family, for that we are honored and humbled.

A Message from the President, Rhonda Ducote:

I began my journey with Apriem back in August of 2000 when Harmon and Mark convinced me to take a leap of faith and leave my corporate job and move to a new smaller start-up firm. This start-up was Iwamoto, Kong, & Co., (now Apriem Advisors) and here we are 25 years later. Being at a large firm, I knew that I would not be able to take care of my clients the way I wanted, so my decision to leave was an easy one. As a mom of two boys (the third one would come in 2001) and working for a large corporation, it would be difficult to focus on my family and my career at the same time. Harmon and Mark assured me if I came to work for them, I would have work life balance, and they stayed true to that promise. Working at Apriem has allowed me to grow within the company, as well as have quality time with my family. During my Apriem career, I have worn many hats starting with client services, then moved on to wealth management, Chief Compliance Officer and now President as well as a partner of the firm. I had no idea when I took that leap of faith what this journey would look like back then. It has not always been a smooth ride, as there have been bumps along the way such as: the 2000 Tech Wreck, the financial crisis of 2008, and most recently COVID-19. Throughout all these challenges we have grown stronger because of the support of our clients and staff. I would like to take a moment to thank our staff who have worked so diligently to help make Apriem what we are today and to keep our vision alive by doing what we love, which is serving our clients in a very personalized manner. A huge THANK YOU to all our clients who have trusted us over the years, this milestone would not have been possible without you.

Here at Apriem we strive to bring timely resources to help our clients understand current market news, world news, and important topics that may affect your financial picture. Looking back on the last quarter, we hosted two webinars on Estate Planning and a general Market Update. We also sent out weekly Market Updates and President Updates. Going forward we will continue sending just one weekly update on Thursdays to our clients. By doing this, we will allow you to read from additional perspectives within our firm. As a reminder, you can find all updates here and webinars here on our website.

With the new year comes new changes and we have been working to create a more efficient way for clients to schedule meetings throughout the year. We are rolling out the use of Calendly, an automotive scheduling platform, that makes it easy to schedule a meeting with one or multiple team members without the back and forth. Click on the person’s photo below, who you would like to schedule a meeting with. Should you have any questions, please call our office toll free at (888) 253-0288.