Our President, Rhonda Ducote, was honored with the Oliver Halsell Care Award for her ongoing support and fundraising for the Southern California Hospice Foundation. Here's an excerpt of the interview: “We work with high-net-worth individuals and we go very deep in our discussions with them; we get to know our
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.
Every divorce is unique and comes with its own set of complications. Rhonda Ducote, AIF®, talks about the importance of understanding your financial plan and some key steps in personal financial management when it comes to divorce or remarriage. Here's an excerpt of the article: “The best way to mitigate
Worries are piling up on investors' minds: a pandemic, elections, the Fed, trade war and the coronavirus stock market crash. But while others panic, Alan Ahmatovic, CFA, financial analyst of Apriem Advisors sees opportunity. Here's an excerpt of the interview: “There will likely be a lot more volatility than investors
Stocks are falling faster than they did during the financial crisis, the crash of 1987 or the Great Depression. Investors are retreating from corporate bonds at the swiftest pace ever. Our Chief Investment Officer commented on the swings in stocks: “'It is jarring,' he said. 'It’s not like it’s down
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
The Association of Fundraising Professionals has announced recognition of Apriem Advisors as a 2019 'Outstanding Small Business' honoree at the 34th annual National Philanthropy Day Awards Luncheon on Thursday, November 14, 2019 at the City National Grove of Anaheim. Produced by the Orange County Chapter of the Association of Fundraising Professionals, National Philanthropy Day has
Annually, Charles Schwab conducts its benchmarking study to gather data in the financial industry. For the 2019 survey, released in July, 1,300 RIAs representing more than $1 trillion in assets participated. The bottom line results revealed that RIAs are doing very well in the current market environment. Apriem's President, Rhonda Ducote shared with Financial Advisor
InvestmentNews has recognized Apriem Advisors as a 2019 Excellence in Diversity and Inclusion Awards finalist. Apriem, along with other finalists, were chosen from over 160 nominations by a committee of InvestmentNews representatives and judges from the advice business to be recognized for the firm’s ability to inspire others from diverse backgrounds to join, flourish and
Apriem Advisors was named one of the top 300 RIAs in the United States for the third year in a row by the Financial Times. The 2019 edition of the Financial Times 300 Top Registered Investment Advisers (FT 300) recognizes top independent RIA firms from across the U.S. based on desirable traits for investors and
