Philosophy

What is a Custodian?

  What is a Custodian?   A custodian is a financial institution that holds customers’ securities for safekeeping so as to minimize the risk of their theft or loss.   A custodian can hold securities and other assets in electronic or physical form. Since they are responsible for the safety of assets and securities that …

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The Ultimate Endurance Test and Its Parallels to Investing

The Ultimate Endurance Test and Its Parallels to Investing   On June 3rd, triathletes from around the globe will descend on San Francisco for one chance to attempt what used to be considered impossible – ESCAPE from Alcatraz – and I will be one of them. The Escape from Alcatraz Triathlon attracts World Champions, Olympic Medalists and …

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Investment Policy Update

One of our routines at AP Wealth is our monthly investment policy meeting. This time spent together allows us to review our asset allocation and portfolio construction, and to look at market activities more specifically, especially as they relate to our clients. Our December discussion yielded these points we wanted to share with you:   …

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