We are registered to offer securities in: MD, AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, ME, MI, MN, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV The existence of a fiduciary duty does not prevent the rise of potential conflicts of interest.We are licensed to offer insurance in: MD, AL, AZ, CA, CO, DC, DE, FL, GA, IA, IL, IN, KY, LA, MA, MI, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV There are no guarantees that working with an adviser will yield positive returns. Working with an adviser may come with potential downsides such as payment of fees This is not an offer to buy or sell any security or interest.
We do not manage client funds or hold custody of assets, we help users connect with relevant financial advisors. Performance of any RIA/IAR, participate in the management of any user’s account by an RIA/IAR or provide Information gathered from users through our online questionnaire. Services are limited to referring users to third party registered investment advisers and/or investmentĪdviser representatives (“RIA/IARs”) that have elected to participate in our matching platform based on Securities and Exchange Commission as an investment adviser. SmartAsset Advisors, LLC ("SmartAsset"), a wholly owned subsidiary of Financial Insight Technology, is SmartAsset’s retirement calculator can give you an idea of how much you need to sock away on a regular basis. If you’re looking for ways to grow your nest egg, investing is likely the best option.If you’re ready to find an advisor who can help you achieve your financial goals, get started now.
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does not have any disclosures of legal or disciplinary action on its most recently filed Form ADV. The firm’s fees also exclude the management fees which may result from private funds, mutual funds and exchange-traded funds (ETFs).ĪPG U.S. APG U.S.’s fees don’t include other costs like transaction fees, custodial fees or third party brokerage commissions.
The firm negotiates fees annually, and the fees reflect costs with a mark-up for transfer price purposes. only provides administrative and investment advisory services to APG N.V., so it doesn’t offer a fee schedule. The firm retains the discretion to invest in any securities or products on behalf of its advised portfolios, as long as APG N.V. may also use quantitative analysis to evaluate market conditions and determine appropriate investment strategies. To make strategic investment decisions, the firm may employ a range of investment strategies, including macroeconomic analysis, credit analysis and fundamental analysis. To forge a specialized approach to each portfolio, the firm follows client-approved investment guidelines. believes in tailoring its investment advice to meet each specific portfolio’s needs. But its parent company, APG N.V., provides these services:ĪPG Asset Management Investment Philosophy offers investment advisory service for fixed income portfolios, listed real estate portfolios, private real estate portfolios, infrastructure portfolios, hedge fund portfolios, private equity portfolios and other investments structured as private investments. Services Offered by APG Asset ManagementĪPG U.S. The company doesn’t specify a minimum account size requirement. It also includes employers in the sectors of government, education, construction, cleaning and glass cleaning, housing associations, energy and utility companies, sheltered employment, medical specialists and practices of architects. APG N.V.’s client base, on the other hand, primarily consists of Dutch pension funds. only provides services to APG N.V., but the firm has a broker-dealer list it uses for client transactions. APG Asset Management Client Types and Minimum Account SizesĪPG U.S.
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