Vail Valley Bizwatch: SimonDavis Asset Management
Location: Avon and Denver ColoradoDate opened: Opened in July in Avon and in March 2006 in Denver.Contact info: Jeffrey Apps, vice president, private client services phone: 970-260-2654, email: email@example.com.What goods or services do you provide? We provide fee-based financial planning, investment planning, retirement planning, education planning, insurance planning and planning for business owners and executives.What’s new or exciting at your place? SimonDavis Asset Management, Inc., is an SEC Registered Investment Advisor. Since our inception we have evolved into one of the premier asset management and independent financial advisory firms in the Rocky Mountain Region. We pride ourselves on providing independent, integrated, comprehensive, and individualized financial counseling and investment management to families, executives, business owners and high-net-worth individuals.What strategy do you use to differentiate your business from your competition? We believe that the market is not 100 percent efficient. Our independent thinking, rigorous analysis and unique understanding of the macroeconomic environment enable us to identify the most up to date and innovative investment ideas available. We combine this strategic thinking with world-class bottom-up research and exhaustive top-down analysis. What philosophy do you follow in dealing with your customers? What can your customers expect from you? At SimonDavis we are committed to providing individualized service and comprehensive planning for each and every client. Our expertise lies in helping our clients accumulate, preserve and transfer their wealth in the most efficient way possible. Our clients can expect that we will be the trusted advisor for them and our goal is to be that trusted advisor for a very long time. Tell us a little about your background, education and experience: Jeffrey Apps began his financial services career as a registered representative and then vice president with AXA Advisors. Prior to joining SimonDavis, Jeff served as a vice president with Alpine Trust & Asset Management in Avon. He has been in the financial industry since 2001 and prior to that was a hospitality executive with Vail Resorts and Hyatt Hotels. Mr. Apps’ education consists of a BA from the University of Wisconsin-Madison and advanced retirement planning from the Wharton School at the University of Pennsylvania.What is the most humorous thing that has happened since you have opened: When clients plan and achieve their short and long goals, such as educational planning, business transition planning, wealth transfer planning, and retirement planning, I feel privileged to be a part of this goal achievement. That makes me happy.