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Call Us: (407) 602-6610

Apis Wealth

Apis Wealth - Consulting | Planning | Management

  • Home
  • Who We Are
  • Our Services
    • Wealth Consulting
    • Financial Planning
    • Investment Mgmt
  • Client Portal

Investment Management

How you invest is a critical piece of your overall financial picture. Whether your goal is to accumulate, preserve, or distribute savings, Apis Wealth can help you design and implement an investment solution tailored to your unique situation.

Our Investment Management services assist you with clarifying and defining financial needs over various time frames. Adjusting for personal risk tolerance and other elements unique to your circumstances, we then apply an investment allocation strategy designed to increase the probability of meeting those needs. Implementation and ongoing management of the asset allocation includes:

  • Selection of investments used in a client’s portfolio

  • Regular monitoring and updating of the portfolio’s strategic allocation as personal, market, and economic circumstances may warrant

  • Reporting and periodic client reviews to ensure the portfolio stays relevant and complementary to your long-term objectives

Fees for this service are based on a percentage of the assets under our management, typically starting at 1% (annualized) and decreasing for account values above certain thresholds.

To learn more, please contact us!

Divide your portion to seven, or even to eight, for you do not know what misfortune may occur on the earth.

Ecclesiastes 11:2, NASB

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Contact Us

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Email: contact@apiswealth.com

Phone: (407) 602-6610

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Apis Wealth, LLC is a registered investment advisor based in Sorrento, Florida. Advisory services are only offered to clients or prospective clients where Apis Wealth, LLC and its representatives are properly registered or exempt from registration. This website is solely for informational purposes. Additional information regarding Apis Wealth, LLC can be obtained through the SEC’s Investment Advisor Public Disclosure (IAPD) database.

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