Asset Management

Determining asset allocation is the most significant element of the investment management process. We work with you to build diversified portfolios, custom-tailored to align with your risk tolerance and time horizon. We incorporate tax-aware investments and emphasize long-term strategies to significantly increase the overall value of your portfolio.  As independent advisors, we can offer 3rd party solutions with objective performance and fee reviews.

 Apogee Wealth Advisors offers a full suite of asset management capabilities, which include:

  • Asset Allocation
  • Risk Tolerance Assessment
  • Tax-efficient Strategies
  • Benchmarking
  • Performance Review
  • Objective Manager Review
  • Investment Policy Statement
  • Manager Selection and Implementation
  • Alternative Investments
  • Socially Responsible Investments
  • Donor Advised Funds
  • Separately Managed Accounts
  • Wrap Accounts
  • Structured Investments

570 Lexington Ave
16th Floor
New York, NY 10022

343 Manville Rd, Suite 6U
Pleasantville, NY 10570

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