2590 Brighton Henrietta Townline Rd Rochester NY United States 14623
No Matter How Much Money You Have
The professionals at APG advise those who are just starting their financial plan all the way to those with extensive experience as investors. Each client receives the same high level of service regardless of their account size. It is this equality of service that is the hallmark of our practice. You work hard for your family’s financial security, so we make sure that our team works hard for you.
No Matter Where You Work
We give advice on your financial portfolio regardless of where you work or where your assets are held. For most investors their largest nest egg is their employer sponsored retirement plan. This is precisely the area of your portfolio that often times receives the least attention. APG is one of the firms in the Rochester area that provides advisory services for these plans. This strengthens your retirement plan.
We Take Action
At APG we believe that it is our responsibility to help you achieve your goals. Too often people are provided with a financial plan and their experience ends there. At APG this is the beginning of your journey. While many firms encourage investors to simply ride out or tolerate down markets and poor investment performance we take a different approach.
We believe that your long term investment success hinges on mitigating your losses. When market trends are unfavorable we use defensive tactics like reducing or eliminating stock exposure, while raising cash and bond holdings. This allows us to have a clearly defined entry and exit strategy for each investment that you own. Our goal by utilizing these techniques is for investors to experience lower volatility and less risk of loss.