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GET TO KNOW US

We are an independent Registered Investment Advisor focused on providing concierge-level client service and personalized wealth management advice to individuals, endowments, foundations, and company 401k plans (and their participants). AIM is registered with the Securities & Exchange Commission (SEC) and follows their strict regulations and guidelines that promote client protection and serving the best interests of clients and their families.

AIM has taken the approach of becoming a client’s “financial quarterback” to assist in all facets of financial planning and asset management. This “total wealth management experience” ensures  a  holistic  review  of a  client’s entire financial situation

while also promoting consistency in the application of relevant wealth management strategies and solutions.

When necessary, AIM will prepare a personalized financial plan to provide a road map toward achieving a successful retirement and adequate protection of investment assets. While the comprehensive plan focuses mostly on increasing spendable income, minimizing the impact of taxes and increasing long term net worth, it also produces an asset allocation that will assist in reducing unnecessary investment and financial risk.

We'll Help You Achieve
Financial Freedom with
Three Primary Initiatives

Provide superior asset management & comprehensive‍‍‍
wealth management to a limited number of clients.

Deliver unparalleled client service.

Provide clients with easy access and unlimited
availability to Apog‍‍‍ee’s principals  

OUR SIMPLE, BUT FOCUSED APPROACH

GUIDED BY THESE IMPORTANT PRINCIP‍‍‍LES:

‍‍‍First and foremost, AIM’s focus is to provide concierge-level service while managing the overall wealth for each individual client. We do our best to keep clients informed, educate them on relevant financial topics and make ourselves readily available, whether it’s through a face to face meeting, a phone call, email, text message or some other form of communication. Additionally, AIM’s owner provides his personal cell number for clients to call or text, day or night, weekday or weekend, vacation or not to ensure ease of access.    
AIM’s private ownership and independent structure promotes the “client-centric culture” and ensures that client interests come first, before all else. Potential conflicts of interest have been eliminated and AIM’s goals have been aligned with those of its clients for long term success and increased trust and confidence.
All too often, clients become numbers at large institutions as the pursuit of pro‍‍‍fits begins to outweigh service and attention--but not at Apogee Investment Management. AIM was founded on the premise of having a limited number of clients to ensure focused service and individualized attention. Growth for AIM will be focused and intentional, with loyalty and devotion to current clients and existing business.

FIRST-CLASS CLIENT SERVICE

INDEPENDENTLY OWNED + OPERATED

UNIQUE APPROACH TO COMPANY GROWTH FOCUSES ON THE CLIENT, NOT THE BOTTOM LINE

When searching for a name and designing a logo for the new company, the goal was to be unique; however, be relevant to the structure, and consistent with the philosophy of the owner and the new company—client-focused and service-oriented.  Although there are several different meanings for the word “Apogee”, we use it in the context of “the highest point of a trajectory; apex, peak or summit”. Apogee (Investment Management) was also chosen because it fit with the acronym, “A-I-M”, which has two meanings. First, AIM stands for our client process of Assess (where clients are), Invest (client assets to achieve their financial goals), and Manage (client assets in their best interest). Secondly, AIM is the acronym for Apogee Investment Management. Putting both the meaning of Apogee with the acronym AIM, we “AIM high” to provide the best customer service and most prudent wealth management advice for clients and their families. We also want our clients and well-qualified prospects to “AIM” for Apogee as well, thus, our website address of—www.aim4apogee.com.

The logo is also unique and deliberate in its color and style. The color blue is associated with loyalty and faith, freedom, strength and new beginnings—feelings we want clients to experience when working with AIM. Blue also portrays intelligence, self-reliance and taking on a great deal of responsibility—personality traits clients will observe from Apogee associates when caring for their wealth. The color gold is the color of success, achievement and triumph and is also associated with prosperity, luxury, prestige, elegance and quality—all things we want clients to experience when working with AIM.  The shape and style of the logo (symbol) is also important as the gold “swoosh” represents AIM moving in the opposite direction from the rest of the financial industry—AIM with its client centric philosophy and fiduciary responsibility to clients while brokers, large banking institutions and other advisors demonstrate strict allegiance to their firm and their focus on increased profitability. Lastly, the (gold) star in the logo represents the client--and how we want them to feel while being served at AIM. Our four different logos are shown below after our meaningful acronym.

OUR NAME + LO‍‍‍GO‍‍‍

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