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BUILDING RETIREMENT PORTFOLIOS AND COMPANY 401(k) PLANS IN EMERGING INDUSTRIES

CANNABIDIOL.
CYBER.
COMPUTER SOFTWARE.

WHO WE SERVE

CANNABIDIOL. CYBER. COMPUTER SOFTWARE.

EXECUTIVES

Running a company in an emerging industry can sometimes feel like building a plane in mid-flight. Executives and leaders in these sectors need dynamic and evolving portfolios and retirement plans, not cookie-cutter investment models, to keep up with their fast-paced industry. APC is ready to build your unique wealth plan.

Accepting accounts with investable assets of $750k (excluding real estate)

WEALTH MANAGEMENT FOR COMPANY EXECUTIVES

COMPANIES

In fast-growing industries, there are often few consistent financial regulations to help operators run their businesses. Even the basics of managing finances, such as taxes, payroll, and company retirement plans can pose a challenge. Companies in emerging industries need stable, objective guidance for establishing 401(k) and retirement plans for their employees. Learn more about providing this lasting benefit at your company or benchmarking your current plan.

Accepting start-up to middle-market plans in emerging industries.

401(K) RETIREMENT PLANS FOR COMPANIES

THE APC STORY

It was our clients who started Alpha Pointe Capital. During the challenging times of the Great Financial Crisis, our clients stood by their advisors. Today, we’re proud to continue to stand by our clients as they progress through their wealth management and retirement planning journeys.

GET STARTED WITH APC

MEET OUR FOUNDER

JIM GIBBONS
Founder
Wealth Manager

410.402.5414
jim.gibbons@alphapointecap.com
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What do lacrosse, Santa Claus, and key lime pie have to do with wealth management? Find out here! Our On Pointe updates cover a variety of timely wealth topics with a twist.

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WHAT'S STOPPING YOU? 4 GOOD REASONS TO START A 401(K) PLAN

Excuses, excuses, excuses….

I hear it all the time from companies that really could have a plan but are allowing some perhaps aged biases or misconceptions prevent them from implementing a plan right now.

> READ THE FULL STORY HERE

ANOTHER SLICE OF PIE, PLEASE?

I really like Key Lime pie. No joke my wife’s key lime is the best and it’s my birthday request each year, not to mention any other time I can convince her to make it!

What kind of pie don’t I prefer? Arbitrary pie charts.

> READ THE FULL STORY HERE

5 WAYS YOUR 401(K) PLAN COULD DO MORE THAN JUST HELP YOUR EMPLOYEES WITH RETIREMENT

I have a tremendous amount of respect for my clients who offer 401k plans (and those who are looking to start plans) for their employees.

> READ THE FULL STORY HERE