A financial advisory practice of Ameriprise Financial Services, LLC Howard Perlroth, APMA, Financial Advisor, Chief Operating Officer
2400 Research Blvd., Suite 110,
Rockville, MD 20850
Q What services do you and your practice provide?
A Comprehensive financial planning, investment management, and insurance analysis. We also provide advanced portfolio management specializing in alternative correlated assets tied to clients’ financial planning goals. The customized plan determines our client’s target rate of return and risk tolerance.
Q What do you find most satisfying about your work and what is your biggest challenge?
A Receiving hugs from clients. We enjoy seeing our clients achieve their goals and love receiving pictures as they enjoy life. A challenge is getting clients to understand the need for a financial plan and how their plan should dictate their rate of return. Approach to investing dives into spending habits which can lead to interesting conversations.
Q What is your investment approach?
A The rich are getting richer. Instead of complaining, copy them. We seek return of principal first, then return on principal second. CURA PERSONALIS (Latin), meaning “care of the whole person”—not just their money. The majority of our meetings start and end with hugs.
Q What piece of advice do you most frequently get asked for and what’s your answer?
A Can I retire? Most people think retirement is only about finances. We green light retirement once there is a goal and plan in place for your money, mind and body.
A boutique practice that quickly responds to changing markets, we offer 61 years of combined experience with investment approaches uncommonly used for accounts less than $25 million. Ongoing portfolio reviews help make sure portfolios match your goals and risk tolerance. We are nimble to meet client needs and deliver prompt trading in response to market fluctuations.
Ameriprise Financial cannot guarantee future financial results. Client experiences may vary. Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.
Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser. Ameriprise Financial Services, LLC. Member FINRA and SIPC. 2022 Ameriprise Financial, Inc. All rights reserved.
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