The Appel Advantage is their active style of asset allocation. 

In addition to investment allocation advisors, they are technical analysts and problem solvers.

Appel Financial will do more than simply "buying and holding" securities on behalf of clients.  They employ early warning systems to determine if conditions might become too dangerous to stay in the market.

Years of study and experience provide the company principals with a good sense of where the markets are, in the context of past history, how the major indices are behaving, and where they seem to be moving.  These skills allow Signalert and Appel Asset managers to judge the current climate as suitable or not for trading.

The approach is one of always  taking appropriate steps to minimize exposed risk.

The question is not whether or not to actively manage client portfolios  but how, and how well.

Most of the decision makers at Appel Financial have many years of experience in monitoring and anticipating significant market developments and changes.

By analyzing trends, using various rising and falling indicators, and  capturing critical data with sophisticated forecasting programs,  buying and selling activity can be accomplished in a disciplined, focused manner.

Investment Services

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