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The majority of our practice is dedicated to constructing and managing investment portfolios. We provide in-depth analysis to identify a client's priorities, objectives, resources, and level of comfort with financial risk. Asset allocation * is used to integrate growth stock funds, bond investments, international stocks, and alternative investments. A broad investment universe is drawn upon, providing our clients with access to many quality investments, including bonds, mutual funds, and exchange traded funds (ETFs).
Pershing LLC is custodian for our client's assets. Pershing is the largest investment custodian in the industry and a subsidiary of Bank of New York / Mellon. All of your investment assets are held by Pershing, not American Planning Group. APG advisors execute trades within a client’s account with the client’s permission. Pershing provides trade execution and account statements.
APG investment recommendations are just that -- the final decision is always the client’s.
* Asset Allocation, which is driven by complex, mathematical models, should not be confused with the much simpler concept of diversification
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