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Our CIO, Benjamin Lau, CFA was Featured in the Wall Street Journal

Our Chief Investment Officer, Benjamin Lau, CFA was recently featured in The Wall Street Journal on Tesla’s addition to the S&P 500 and the possible effects it could have on volatility of passive holdings and index funds. Click below to read the article!
2020: Lesson I've Learned

It has been a crazy time for everyone. In this weekly market update, our Chief Investment Officer, Benjamin Lau, CFA reflects on the things he has learned and re-learned in 2020.
That's A Wrap!

Our President, Rhonda Ducote, AIF® kept in constant communication with our clients through her weekly letters. In her final letter of 2020, Rhonda reviews 2020 and looks forward to what 2021 holds. 
Virtual Connection

We have a lot of resources to keep you informed. Our social media accounts keep our clients up-to-date with the latest Apriem updates, educational webinars, featured news articles, and much more! Click below to head over to our Facebook Page! 

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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, 2B and CRS at any time.
Apriem Advisors and staff did not pay a fee to participate in any of the award/list. For more details on the award criteria, please click on the article.


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