|
|
|
|
|
|
Invest in the U.S. Despite Our Political Leadership
December 29, 2023
As we have all become keenly aware over the past several years, the United States has encountered a deep polarization of political views championed by two widely unpopular political leaders. This letter is not an endorsement or indictment of either side, but rather our perspective on the impact that this situation creates for investors.
Read more >
|
|
Conservative, stable, professional investment
management for your peace of mind
Founded more than 30 years ago, L. Roy Papp & Associates is focused on helping high-net-worth and institutional investors achieve long-term financial objectives. Our breadth of experience has prepared us to advise our clients on the sometimes complex financial matters surrounding many of life's events, such as retirement, funding education, planning for your legacy, starting or selling a business, funding a trust or giving to charity.
As a fiduciary, our goal is to get to know our clients well and understand their financial needs. Portfolios are constructed based on clients' investment objectives and risk tolerance. As active managers with a long-term perspective, we do our own research, consulting with you about any recommended changes.
Learn more about solutions from L. Roy Papp & Associates for custom portfolio design and management, comprehensive financial planning, tax planning and advice for your financial needs.
|
|
REACH OUR OFFICE |
|
SOLUTIONS |
|
QUICK FACTS |
|
Phone: 602.956.0980
2201 E. Camelback Road, Suite 227B
Phoenix, AZ 85016
Fax: 602.956.1985
Email us > |
|
- Investment management for custom portfolios
- Personal financial planning
- Retirement income strategies
- Education planning
- Tax planning
- Budget assistance
- Legacy planning
- Charitable giving
- and more
|
|
- Highly relationship driven
- Conservative, stable, caring
- Founded in 1979, independently owned
- SEC-registered investment advisory firm
- Research driven
- 11 partners, 8 CFA® charterholders,
1 CPA
- Fee-based, no sales commissions
- Offices in Phoenix, Arizona
- Adviser to a mutual fund >
|
|
|
|
|
Check the background of L. Roy Papp & Associates, LLC onĀ FINRA's BrokerCheck.
|
|
|
L. Roy Papp & Associates, LLP | 2201 E. Camelback Road, Suite 227B, Phoenix, AZ 85016 | P 602.956.0980 | F 602.956.1985
Privacy Policy | Contact Us | The banner image is from a painting by Ed Mell that hangs in the firm's office. |
|
|
The services provided in this Website are intended for persons who reside in the U.S.
A copy of our firm's SEC brochure Form ADV Part 2 is provided to all clients and prospective clients and may be obtained through the above link or by contacting us directly.
Nothing on this Website should be construed as a solicitation, or offer, or recommendation, to acquire or dispose of any investment or to engage in any other transaction with our firm. We do not render or offer to render personalized investment advice or financial planning advice through this Website. Specific advice is given only within the context of our contractual agreements with each client. This Website is limited to the dissemination of general information about the Company’s service offerings, and provides an alternative method for clients and prospective clients to learn more about our firm, and to contact us. Advice may only be rendered after the delivery of Form ADV Part 2 or brochure and the execution of a contract.
The content appearing on this Website is the property of L. Roy Papp & Associates, LLP or its licensors, and is protected by intellectual property rights. The research, articles and commentary contained on this Website are accurate as of the date published and we disclaim responsibility for updating information. Also we disclaim responsibility for third-party content, including information accessed through hyperlinks. Users are reminded that the Internet is not a secure network and online access may be interrupted. These Terms and Conditions may be amended by L. Roy Papp & Associates, LLP at its discretion. |
|
|