Apriem's Chief Investment Officer Featured in Investor's Business Daily
Our Chief Investment Officer, Benjamin Lau, CFA, was recently featured in Investor’s Business Daily on ETF picks in a changing rate environment. Read the article here!
- Apriem was featured as a top RIA in Financial Advisor Magazine. Read it here!
- Our President, Rhonda Ducote, AIF®, VP of Client Services, Shawn Covarrubias, AIF®, and VP of Finance, Jennifer Olson, CFA, CIPM, AIF®, CFP®, were nominated for Women in Business for OC Business Journal!
- Rhonda Ducote, AIF® was nominated for OC Business Journal's Innovator of the Year Award!
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Hidden Costs in New Crypto ETFs
In August, Benjamin Lau, CFA, discussed the buzz around the launch of America's first Bitcoin-related ETF. You can read his article here!
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All Hands on Deck
Our President, Rhonda Ducote, AIF®, updated us on the Port of Los Angeles, Bezos' latest space endeavors, and the markets. You can read it here.
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Apriem Advisors Recognized as Civic50 Honoree
We are thrilled to be recognized as one of the most community-minded companies in Orange County! We value our partnerships and ability to give back to our community.
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