About Alpine Peaks Consulting
Alpine Peaks Consulting is an independent investment advisory firm devoted to the individual investor. APC is a fee only based, Registered Investment Advisor, and operates under the Investment Advisor regulations of the State of California. The mission of APC is to help individuals and families achieve their financial goals by providing expert investment counsel and management supported by an array of financial planning services. The goal is to exceed any clients’ expectations for competence, service and integrity.
Why you should choose APC
I invest the time to know you
By taking the time to know and understand my clients, I am able to integrate investment strategies with aspects of personalized financial planning. The result is advice that addresses your specific issues and concerns.
Established investment principles are used
The investment philosophy of APC is grounded in decades of peer-reviewed research published by recognized scholars. The approach also reflects practical insights drawn from the experiences of many successful portfolio managers. Based on this knowledge, planning and investment processes have been honed to meet the needs of each client individually.
YOUR interests are put first
I am a professional and a fiduciary. Your interests are always put first when I provide advice. To reduce any potential conflicts of interest, advisory services revenues are strictly limited to fees paid solely by clients. APC’s goal is to have long-term client relationships that center around a high degree of interpersonal trust and confidence.
APC makes it easy for you
I have developed highly efficient processes for assisting any client. I communicate clearly and succinctly. I am always responsive and easy to reach. I am always professional in thought and conduct. I pride myself in making a personal commitment and dedication to providing the client service you expect and deserve.