General Info

Appel Asset Management is an investment advisor, based in Great Neck, N.Y. Established more than 30 years ago, it manages client portfolios and monitors them daily. Performance results are tracked, positions examined on a month-to-day, and year-to-date basis, and changes are made, if market conditions dictate. Portfolios are customized for each client, to include a mix of mutual funds, actual bonds, exchange traded funds, and other investment instruments, to fit each client's financial situation and risk tolerance. In addition, the company has published more than 10 best-selling books and hundreds of articles, on investment strategies. Appel Asset Management has also been quoted in this regard by Money Magazine, Forbes, Stocks & Commodities, and the Wall Street Journal.