Institutional financial guidance
Our institutional clients come to us for insightful financial advisory and fiduciary guidance so they can continue to focus on their purposeful missions. They appreciate having the financial and fiduciary guidance of a trusted, experienced Guam-based team with the backing of a big firm – without having to go stateside to find the support they need.
Our team collaborates with their directors, board members and other professional advisors such as trustees, attorneys and CPAs to monitor expenses and adhere to a fiduciary standard of care. We can work with you to help ensure you have the policies and procedures in place to meet your fiduciary responsibilities and evaluate the funds and expenses of your plans.
Serving institutions is the core of what we do at the Asia Pacific Group. We have decades of experience working in this sector and have built a long-standing reputation as the premier team in the region for institutional clients, one that is both well respected and well known.
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We serve approximately 100 institutional clients in the Federated States of Micronesia. Having our office here in Guam allows for optimal communication with our clients, making for the most timely service and responses possible. As our client, you can be assured you will receive the personalized attention and quality of advice you deserve, when you want it. Our homes and families are in Guam and Micronesia. Since we are based here, we are working when you are working. We understand the different cultures that make up our region, which benefits our clients in the decision-making process.
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We have a well-established reputation for providing proactive investment consulting and ongoing financial advice. Our investment consultants are well tenured and highly experienced in serving the needs of our institutional clients.
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We provide proactive investment advice and are always seeking new ways to add value to our clients’ portfolios. Our open architecture means we have access to a universe of investments, not just proprietary investment products.
We do not charge investment managers for inclusion in our databases, do not accept “soft dollar” payments from money managers, and do not recommend affiliated investment managers. Lastly, we do not bill our clients by task or for travel.
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Asia Pacific Group combines the personalized service and attention of a small boutique consulting firm, with the depth and breadth of resources of one of the largest independent financial services firms in America. Additionally, our significant presence in the institutional marketplace enables us to retain superior investment managers at substantially lower fees on behalf of our clients.
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- Middle Market and Large Corporations
- Captive Insurance Companies
- Nonprofit Corporations
- Municipal Governments
- Foundations and Endowments
- Commercial Banks
- Benefit Plans
- Public Funds
