Assuredpartners Investment Advisors

AssuredPartners Investment Advisors, LLC, established on January 9, 2020, is a subsidiary of AssuredPartners Capital, Inc. The firm offers wealth management services, including internal and third-party portfolio management, with a focus on individual client goals and risk tolerance. Clients may grant discretionary authority for investment decisions, ensuring a tailored approach. APIA acts as a fiduciary, prioritizing client interests and avoiding conflicts of interest in investment practices. For wealth management services, fees are negotiated on a client-by-client basis, with a maximum annual fee of 2.5% of client assets. APIA manages over $3.2 billion in client assets and provides fiduciary advice to retirement plans with assets exceeding $1.1 billion. The firm offers financial planning and consulting services, educational workshops, and seminars on personal finance topics. APIA's investment strategies include fundamental and technical analysis, guided by modern portfolio theory. The firm discloses potential risks associated with various securities, such as mutual funds, ETFs, annuities, and real estate funds. APIA's Code of Ethics ensures compliance with professional standards, and the firm's proxy voting policies prioritize clients' best interests. APIA receives economic benefits from third parties, which may influence its choice of broker-dealers or custodians. The firm also discloses its compensation arrangements for client referrals and the use of solicitors.