Advisor Grabs Three Opportunities While Others Panic (Investor’s Business Daily)

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

Stock Market Meltdown Amid Covid-19 Fears (Wall Street Journal)

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

U.S. Stock Optimism and Valuation Trade (Wall Street Journal)

  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 Advisors Recognized as Outstanding Small Business

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

Apriem President on Peer Comparisons and Growing a Firm

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

Apriem Advisors Recognized for Excellence in Diversity and Inclusion

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

Three-peat: Apriem Advisors Named An Elite RIA by Financial Times

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

Apriem Featured in OCBJ’s List of RIAs

Apriem was featured in the first ever Orange County Business Journal  "The List: Registered Investment Advisors". Below is an excerpt: “The fiduciary model is growing faster than brokerage houses”, said Harmon Kong, who co-founded Apriem Advisors in 1998. “The RIA industry is gaining momentum.” Kong attributed growth to referrals, a “great team”, and a focus

2021-07-21T18:07:21+00:00June 5th, 2019|Apriem In The News, Press & Media - Others|
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