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A regional firm with a national reach, APS Financial serves clients from coast to coast.
Financial Services
Asset Management
With our Asset Management professionals, your investments get the experienced care they deserve. Our long-term partnerships and other considerable resources are brought together to support each client and each portfolio individually.
Within APS Financial, our Asset Management group provides investment services primarily for insurance companies.
We work closely with each client company to develop complete investment guidelines and strategies that are designed to meet unique needs and objectives. Our investment strategies employ extensive quantitative techniques to predetermine the appropriateness of investment decisions.
We provide complete investment accounting, portfolio analytics, and performance measurement. Our reports are flexible — custom designed to meet specific client requirements.
Our performance measurement systems comply with the Association for Investment Management and Research (AIMR) guidelines. This allows for the accurate comparison of investment vs. benchmark returns to determine the effectiveness of the investment strategy.
Our Asset Management group provides valuable services including:
- Portfolio Services & Trade Execution
- Development of Investment Strategy and Guidelines
- Quarterly Board Meeting Investment Presentations
- Market Commentary and Economic Outlook
- Analytical Reports including Asset/Liability Analysis
- Annual A.M. Best and S&P Stress Tests for Insurance Companies
We also offer complete investment accounting, including insurance company schedule D preparation and consolidation of reporting for multi-manager accounts. We assist clients in the selection process of an appropriate style of equity management, which can include the selection of an independent equity advisor.