Posts by Brian

Speaking Engagements

Posted by Brian Deane on Oct 25, 2013 in HomepageSlider | Comments Off on Speaking Engagements

Brian is available to speak to your parish ministry, youth group, bible study group, RCIA, Pre-Cana, or similar group on any number of topics.

Frequently Asked Questions

No. Client assets are held by Scottrade, a custody provider independent of Apostolic Financial Advisors, LLC. Investors with existing custody arrangements simply have to enter into an investment advisory contract with Apostolic Financial Advisors, LLC and we can begin managing your account. For those who do not have a custody account, we can assist them in opening one.

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Customization and transparency. Clients can choose from a number of different faith based investment philosophies that best reflect their desires. Specific guidelines with respect to their investments can be followed in order to construct portfolios which suit risk parameters. Clients have complete transparency through both Apostolic Financial Advisors, LLC and Scottrade. Real time portfolio access is provided 24 hours a day/7 days a week/365 days a year through our custody provider (Scottrade), either online or over the telephone.

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Posts by Brian

Speaking Engagements

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Catholic and SRI Business News

Frequently Asked Questions

Are my assets held by Apostolic Financial Advisors, LLC?

What are the benefits of separate account management?

Recent Posts