Benjamin Lau, CFA®

Chief Investment Officer reviewing investment strategy with a client in Irvine CA

Chief Investment Officer, Partner

As Chief Investment Officer and Partner of Apriem Advisors, Benjamin Lau leads the firm’s investment management, portfolio management, and investment strategy. Since joining Apriem in 2002, he has guided the firm’s investment philosophy, oversees investment research and portfolio construction, and provides strategic leadership as markets and economic conditions evolve. Ben works closely with Apriem’s financial planning team to help ensure every investment strategy is aligned with each client’s long-term financial goals.

Investment Philosophy

Ben believes successful wealth management and financial planning begins with disciplined investment management, independent research, and a long-term perspective. He closely follows the global economy, financial markets, interest rates, and geopolitical events to identify meaningful investment opportunities while managing portfolio risk. His goal is to help clients look beyond short-term market volatility and make confident, informed investment decisions designed to support long-term wealth creation and preservation.

Ben’s market insights have been featured in leading financial publications, including CNBC and Yahoo Finance, where he has shared perspectives on the economy, market trends, and investment strategy.

investment expert in orange count ca creating a strategy
Years of experience*
Client retention rate*
$ in AUM*
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Disclosures

*As of 7/14/26, company wide statistics