Clients – We have three signature services for our clients: Industrial Service, Women Of Wisdom, and Non-Profit Services. In 2011, we started the Industrial Retiree Service specializing in the industrial sector. Through this we’ve focused on managing assets for blue-collar workers who spend their lives in the refineries, plants, and shipyards of Southern California. Our knowledge on the types of retirement plans offered to these individuals allows us to help select what best benefits them as they prepare for retirement. Geared towards serving moms, widows, and divorcees, we launched Women of Wisdom (WOW) in 2014 to encourage, embrace, and educate women to become more involved in their family finances. And in 2019, our Non-Profit Services was formally launched to serve non-profits such as 501(c)3, charitable trusts, and donor-advised funds.
Crew – Giving back comes from all levels of the firm including cash, in-kind giving, employee time and skills, and public leadership. To promote and support the staff’s philanthropic causes, Apriem offers donation-matching, paid volunteer time off, and in 2020 will launch dollars-for-doers.
Community – Our charitable arm, ‘Apriem Cares’, was formalized in order to build deep relationships with organizations serving causes dear to us: women, children, and education. Apriem Charitable Fund was established to support our philanthropic culture of supporting causes that align with key outreach segments that are dear to our employees such as women, children and education.
Apriem Advisors, along with the other honorees, was highlighted in the September 2nd issue of the Orange County Business Journal and November 10th issue of The Orange County Register, online at ocregister.com. The award ceremony will be held on November 14, 2019 in Anaheim, CA.
For media inquiries please contact: Rhonda Ducote at 949-253-8888 or firstname.lastname@example.org
About Apriem Advisors: Located in Irvine, Calif., Apriem Advisors is an independent, registered investment advisory firm. It manages assets for approximately 500 families worldwide, totaling more than $725 million in assets under management. True to its Latin-based namesake, Apriem strives to provide its clients with the highest degree of service while handling all facets of their finances, helping them to experience financial security and freedom. Connect with us at www.apriem.com.
Awards Disclosure: 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.