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Apriem Recognized as an Outstanding Small Business
The Association of Fundraising Professionals recognized Apriem Advisors as a 2019 Outstanding Small Business Honoree. Apriem’s culture, coined the “Apriem Way”, involves all aspects of our business to be a part of Apriem’s story of generosity – Clients, Crew, and Community (the 3 C’s).
U.S. Stock Optimism and Valuation Trade
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. Our CIO, Benjamin Lau, CFA, commented about this trend in an article in the Wall Street Journal.
The Secure Act
Roughly two years after the wide sweeping Tax Cuts and Jobs Act comes yet another round of substantial reform! Read more about how these retirement changes will impact you in this article written by our financial planner, Christopher Whitaker, CFP®, AIF®.

Apriem Cares: NEGU brings JoyJars to El Salvador!
One of our financial analysts, Alan Ahmatovic, partnered with the Jessie Rees Foundation to bring JoyJars to children actively fighting cancer in El Salvador.
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Disclosure: Advisory services offered by Apriem Advisors ("Apriem"), a registered investment adviser with the United States Securities and Exchange Commission in accordance with the Investment Advisers Act of 1940. Any reference to or use of the terms “registered investment adviser” or “registered,” does not imply that Apriem Advisors or any person associated with Apriem Advisors has achieved a certain level of skill or training. Apriem Advisors may only transact business or render personalized investment advice in those states and international jurisdictions where we are registered, notice filed, or where we qualify for an exemption or exclusion from registration requirements. For complete information about our firm, please refer to our Form ADV Part 2A and 2B at any time.

Civic 50 Orange County companies are evaluated based upon the following four dimensions of their community engagement: (1) Investment: How extensively and strategically the company applies its resources to community engagement in Orange County, including employee time and skills, cash, in-kind giving and public leadership. (2) Integration: How a company’s Orange County community engagement program supports business interests and integrates into business functions, or how it “does well by doing good.”(3) Institutionalization: How the company supports community engagement in Orange County through its organizational policies, systems, and incentives.(4) Impact: How the company measures the social and business outputs and outcomes of its Orange County community engagement program. 
Apriem did not pay a fee to participate in the award.

The AFP Orange County Chapter annually bestows nine Outstanding Awards for Philanthropy to recognize individuals and organizations whose philanthropic achievements have made an impact on the Orange County Community. For the Outstanding Business Award (1-50 employees): This award recognizes a corporation or business that has created a culture of philanthropy with their organization and has demonstrated an outstanding commitment to philanthropy through its: 1) financial support of one or more nonprofit organizations, 2) leadership involvement, and 3) volunteer participation and commitment of its workforce in establishing a role model for other businesses in our community. This award does not recognize a single individual representing a corporation or business, but rather the work of the entire corporation or business.

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