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.
We maintain direct relationships with leading industry service providers and major U.S. mutual fund families to provide specialized investment services and planning.