Consider taking advantage of Appel partnering programs, bringing the benefits of the Appels' investment strategies and sound portfolio management to your clients.

We can offer your customers or employees a complete range of investment programs incorporating mutual funds and income-producing securities, stocks, options and exchange traded funds for individual or pooled accounts. 

We recognize that the success of your business is very much linked to the quality of the services you offer to your clients and the trust they have in you. Your clients may also be looking for creative money management solutions that keep their assets safe. 

We can provide investment plans and financial management for your employee defined benefit or defined contribution plans, 401Ks, pension trusts, IRA rollovers or personal portfolios.

Our portfolio management services have helped customers to meet the entire spectrum of financial goals, for more than thirty years.  By joining in one of our partnering programs, you can offer your clients our money management services as a complement to the services you offer them as a trusted advisor.

Contact us for details.