APS INVESTMENT MANAGEMENT GROUP

Overview

APS Investment Management Group is an independent, owner-operated registered investment adviser that focuses on fee-based wealth management for individuals and families. The firm provides financial planning, discretionary portfolio management for individual and small-business clients, portfolio management services for businesses or institutions, and pension consulting. Fee arrangements combine a percentage of assets under management with hourly billing for planning or ad-hoc work. On the investment side the firm favors liquid, packaged public vehicles: portfolios are built primarily with mutual funds and public funds, implemented through managed account structures. APS does not present itself as a capital allocator into private fund sponsors, and it is not identified as an active ESG investor. The firm maintains a close operational relationship with an insurance company affiliation, which can influence product availability or planning solutions.

Assets & Accounts

Investments & Alternatives

Location & Offices