Founded in 1998, Apriem Advisors is an independent, registered investment advisor firm, which manages over $725 million for hundreds of families. Direct donations and tireless volunteering come from all levels of the firm, as Apriem serves as their partner in philanthropy. Through World Vision, founding partner Harmon Kong helps children, families and their communities overcome poverty and injustice in developing nations, while partner Rhonda Ducote, who founded Apriem’s Women of Wisdom initiative, conducts free monthly seminars to help educate and empower women in family finances. Apriem executives are active board participants: Ducote for Southern California Hospice Foundation and Ducote and Kong for UCI’s Center for Investment and Wealth Management and Art4Kids; VP Landon Yoshida for Cal State Long Beach’s College of Business and Biola University’s Crowell School of Business; and VP Jennifer Olson for the Auxiliary Board of Big Brothers Big Sisters of Orange County and the Inland Empire. Apriem is part of 100 Companies Who Care, a nonprofit that enables members to harness their collective synergy to make a larger impact on the community.
“We believe it’s better to give than to receive. It is our joy to share our time, treasure and talents to those in need.” – Rhonda Ducote and Harmon Kong, Partners, Apriem Advisors