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Frequently Asked Questions

A client enters into an Investment Advisory Contract with Apostolic Financial Advisors, LLC. We can then assist you in opening a custody account or work with your existing custodian. For more information, please contact us.

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Yes. However, some turnover of holdings would be expected. We review holdings of existing accounts regularly. New accounts are reviewed prior to the client retaining the services of Apostolic Financial Advisors, LLC. Initially, trading is focused on structuring the portfolio to comply with client’s desired investment philosophy and guidelines, and to better reflect our values based methodology of investing.

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Frequently Asked Questions

How do I open an account?

Will Apostolic Financial Advisors, LLC accept existing securities?

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