Modern Solutions for Apple Employees
In the end, it’s not about how much you make – it’s about how much you keep.
Our experienced team of CERTIFIED FINANCIAL PLANNER™️ professionals specializes in working with Apple employees to account for your unique financial planning needs, including employee stock purchase plans (ESPPs) and restricted stock units (RSUs). Do you have concentrated low-cost basis position in Apple stock? If yes, and that doesn’t match your investment objectives, then our customized, tax-aware investment strategies may offer a way to help. We advocate for your best interests, always, so you can focus your energy on your career, your family and your passions.
AQR Investment Strategy Webinar *
We hosted an AQR Investment Strategy webinar featuring some of the leading voices in the financial services industry in Carson Group:
- Sonu Varghese Ph.D. Vice President, Global Macro Strategist
- Matt Raimo, Business Development, Vice President at AQR Capital Management
- Derek Pesta CERTIFIED FINANCIAL PLANNER ™️, M.B.A. CEO, Financial Advisor
- Alan Gama CERTIFIED FINANCIAL PLANNER™️, Financial Advisor
It was an informative webinar in which the speakers discussed the benefits of the AQR investment strategy for better tax outcomes for individuals. You can now watch the webinar at your convenience, on-demand.
*Investment minimums and restrictions apply.
The minimum investment amount for AQR Flex 145/45 is $1 million which must be in a taxable portfolio with assets that can be margined (including cash and cash equivalents, stocks, ETFs, equity mutual funds). The minimum investment amount for AQR Flex 225/125 is $3 million which must be in a taxable portfolio with assets that can be margined (including cash and cash equivalents, stocks, ETFs, equity mutual funds). A separate portfolio margin agreement is required.
A Strategy Tailored to You and Your Apple Benefits
You understand the importance of investing and tax planning. We work with you to not only incorporate but maximize your employee stock purchase plans (ESPPs) and restricted stock units (RSUs) to help you work toward your desired financial outcomes.
Comprehensive Services
Our team will align your Apple benefits package with your goals, risk tolerance and values to create a custom, holistic financial plan. We cover:
Investment Management
Tax Planning
Estate Planning
Risk Management
Financial Modeling
A Team You Can Trust
Founded in 1970, our third-generation family business specializes in tax preparation and incorporated investment management. We are a financial advisory team that upholds the fiduciary standard and are passionate, professional, and prudent in serving our clients each day.
