Even if you’re an experienced investor, you may find it difficult to monitor changing trends in our increasingly complex financial world. We can help. We offer a range of financial advisory services that may help you build a stronger financial future, whether you’re planning for retirement, investing for your children’s education, or simply trying to manage your investments more effectively. For more information, please contact us.
Agrapidis Asset Management is a Registered Investment Advisory firm. We seek to build and preserve your wealth. Through client-specific financial analysis and investment research, our services are designed to secure your financial well being for the long-term. As your investment manager, we are dedicated to delivering advice in a manner that is both confidential and consistent with your needs.
We are a boutique investment advisory firm that assumes a fiduciary role for our clients. We do not receive incentives or commissions for portfolio decisions or manager selections. Our success relies on the success of our clients.
1. We will handle the necessary forms, answer any questions and direct you through the steps. 2. We will meet with you to discuss our investment strategies for your portfolio. 3. You will be provided with an Investment Policy Statement to insure our recommendations are aligned with your goals. 4. 24/7 Online access to your account will be provided via secure, password protected Site through the custodian. 5. We gather information and client objectives then develop and implement a plan a periodic review and revision process to make certain that the clients objectives remain on course.
