Petrovic Financial Services

APS Ventures, LLC, operating as "Tax Favored Retirement," is a registered investment adviser based in Kansas City, MO. Established by Andrew Surber, the firm specializes in providing general wealth management services to individual investors and retirement plan services to businesses. Services offered include discretionary and non-discretionary portfolio management, financial planning, and retirement plan services. Clients have the option to grant discretionary authority for decision-making or approve decisions before implementation. The firm follows fiduciary standards, acting in the best interests of clients. The minimum account size for investment management services is $1,000,000, with fees negotiated not to exceed 1.50% and may include performance-based arrangements. Financial planning fees are quoted in advance based on complexity. The firm does not compensate third parties for client referrals and does not vote proxies on behalf of clients. Investment strategies primarily involve stocks, bonds, mutual funds, and ETFs, utilizing fundamental and technical analysis. As of December 31, 2024, the firm managed $30,833,788 in assets on a discretionary basis. Clients receive regular reports and account reviews, and the firm does not have any disciplinary events to report.