We provide professional advice based on proven financial principles to help you plan for retirement years, for college expenses and for other specialized savings and investment goals. We ensure the opportunity to maximize investment returns by providing access to a wide variety of financial products including stocks, bonds, mutual funds and insurance products necessary to protect those investments.
Our organization was incorporated in Hagåtña, Guam, in 1993 and our management team has over 70 years of experience in the financial services industry. All our financial advisors are Guam residents and are licensed under U.S. and Guam law. Asia Pacific is a member of the Financial Industry Regulatory Authority (FINRA), Securities Investor Protection Corporation (SIPC), and Securities Industry and Financial Markets Association (SIFMA).
We are committed to delivering superior customer service, providing you with professional advice, comprehensive investment solutions and the best in managed assets to help meet your investment goals and objectives. We are here to serve you.
Asia Pacific works with Raymond James of St. Petersburg, Florida, to provide investment services on a fully disclosed basis. Raymond James maintains membership and floor operations on the New York Stock Exchange (NYSE: RJF) and other major U.S. exchanges. We maintain direct relationships with Fidelity Investments, OppenheimerFunds, American Funds and other major U.S. money managers to provide specialized investment products such as 403(b) retirement plans for educators and 529 college savings plans.
And since 1999 we have partnered with SEI Investments (NASDAQ: SEIC) to provide asset management, specially managed accounts and other individualized services for high net worth clients. SEI is a global provider of asset management services and investment processing solutions.