Why you should choose APC
I invest the time to know you
By taking the time to know and understand my clients, I am able to integrate investment strategies with aspects of personalized financial planning. The result is advice that addresses your specific issues and concerns.
Established investment principles are used
The investment philosophy of APC is grounded in decades of peer-reviewed research published by recognized scholars. The approach also reflects practical insights drawn from the experiences of many successful portfolio managers. Based on this knowledge, planning and investment processes have been honed to meet the needs of each client individually.
YOUR interests are put first
I am a professional and a fiduciary. Your interests are always put first when I provide advice. To reduce any potential conflicts of interest, advisory services revenues are strictly limited to fees paid solely by clients. APC’s goal is to have long-term client relationships that center around a high degree of interpersonal trust and confidence.
APC makes it easy for you
I have developed highly efficient processes for assisting any client. I communicate clearly and succinctly. I am always responsive and easy to reach. I am always professional in thought and conduct. I pride myself in making a personal commitment and dedication to providing the client service you expect and deserve.
Evan Salke is an Investment Advisor Representative, registered in the state of California. He has been consulting individuals, small business and non-profits for over 15 years within the local community, and beyond. Evan holds an MBA with a finance specialization, and is a member of Beta Gamma Sigma, and Phi Kappa Phi societies.
What is Fee-Only?
A Fee-Only advisor is one who is compensated solely by the client, and does not accept compensation of any kind (commissions, rebates, awards, finder’s fees, bonuses, etc.) based on the products that he or she recommends.
A financial advisor who has a financial stake in any course of action that is recommended to a client faces an inherent conflict of interest and cannot be considered objective and unbiased. Many clients are not aware of their advisors’ dependence on selling products, or do not recognize its detrimental impact on the client.
APC believes that many of the problems that beset Americans today in their financial affairs – besides the mismanagement of debt, failure to protect retirement assets and poor allocation of savings and investments – relate directly to the conflicts of interest that pervade the marketplace.
When you work with Alpine Peaks Consulting, you are guaranteed complete disclosure of all fees, prior to your engagement. There is no better way to be confident that your advisor is working in your interest, and solely in your interest. Any additional commissions or service fees are paid directly to the individual custodian who will directly handle and execute your transactions.