Apriem's Website Gets a Facelift
A lot has changed in the last quarter, and we are excited to share our redesigned Apriem website! We hope you take the time to check it out and let us know what you think!
- Our Founder, Harmon Kong, CFP® , AIF® , spoke at IC Summits on Diversity in Your Wealth Management Practice. Watch it here!
- Our Chief Investment Officer, Benjamin Lau, CFA, spoke at IC Summits on Real Assets, Real Estate, Metals, and Global Infrastructure. Watch it now!
- Our VP of Finance, Jennifer Olson, CFA, CIPM, AIF®, CFP®, was recently nominated for the OC Business Journal CFO of the Year Award!
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We're Low on Chips
In June, Matthew Kawashima, Sr. Portfolio Administrator, sent out a weekly update where he enjoyed a playful explanation of how the existing chip shortage is affecting multiple facets of the supply chain. Dig in and enjoy his article!
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Out of Africa
After spending 3 weeks on an African Safari, our President, Rhonda Ducote, AIF® returned with great stories and refreshed perspective on the current news. Read about it all here!
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Replay our Long Term Care Webinar
We had overwhelming compliments regarding our virtual event highlighting the current risks of requiring Long Term Care, the associated costs, and the potential solutions available today. Watch the playback here!
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