As a privately owned and operated Registered Investment Advisor, AIM is uniquely positioned to provide wealth management services exclusively in the best interests of clients. The low and transparent fee structure, rigorous and unbiased (in-house) research, absence of products to sell, and no soft dollar remuneration from outside sources are all examples of eliminating conflicts of interest while putting the client ahead of all else.

Compliance, integrity and ethics are critically important at AIM. The company is regulated by the SEC and adheres to the highest standards of fiduciary excellence. To ensure this as common practice, AIM has developed and adopted a strict code of ethics, a rigorous and detailed compliance manual and

PORTFOLIO MA‍‍‍NAGEMENT

CUSTOMIZED PLANNING

COLLEGE PLANNING

PROTECTION PLANNING

ESTATE PLANNING

TAX GUIDANCE

INVESTING IN YOUR GOALS

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a disaster recovery plan to protect clients and their interests. Our custodians, TD Ameritrade and Charles Schwab, have been rigorously researched and should provide peace of mind to clients that their assets are properly safeguarded and are being well cared for.These customer-oriented practices are designed to reduce potential risks, increase the focus on client service and position AIM squarely on the same side of the desk as the client.

As you can see, our ONLY focus is our clients and their best interests. Apogee Investment Management is focused on serving high net ‍‍‍worth individuals, endowments and foundations, non-profit organizations and 401(k) retirement plans and their employees.

our philoso‍‍‍phy

Our first step in properly serving clients is to listen to their concerns, assess their needs, and, when necessary, design a plan on how to best serve them and their family. This enables us to provide prudent wealth management solutions for each client's specific needs while avoiding the cookie cutter approach that many large banks and brokerage firms incorporate.

Our overall philosophy has four key components:

1. Know your client

2. Commitment to client service

3. Eliminate conflicts of interest

4. Independent research and proven approach

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