Investment Policy Committee Meeting Discussion:
This week, our trusted team of advisors shared what we discussed at our Investment Policy Committee Meeting. We looked at our investment profile #3 (50-70% Equity Exposure). We also discussed international exposure – specifically, decreasing our exposure in Asia (China). We also discussed other topics such as REIT’s, Energy, the S&P 500, and Consumer Cyclicals & Financials.
The Briefing is an opportunity for our friends and clients to speak with us and hear our perspective on current market activity as well as ask any questions they may have about how it affects them. Contact us if you’d like to attend The Briefing live next time.
AP Wealth Management provides uniquely crafted, personalized financial management solutions that empower our clients to attain their financial goals, build their wealth, and protect their legacy. Our clients have access to The Lifetime Financial Solution™, a comprehensive system designed to guide us as we work together to help you achieve what you want in life.