Financial Advice for the Tribal Community

American Indian Tribes with their increasing economic development, including Indian Gaming, are finding themselves with unprecedented revenue to invest for the economic future and well-being of their tribal members. In addition, many Tribal Governments are becoming more independent of the federal government.

Change is creating significant opportunity for tribal economic growth and development today and into the future. These opportunities also create many new challenges. Where do tribes go for independent financial and investment advice? Since the advent of Indian Gaming, tribes are being overwhelmed with stockbrokers, investment firms and others who suddenly have an interest in tribal affairs. Who can you trust? Where can you get the knowledge and experience you need?

Turn to someone who has experience with tribes. Alex has been working with numerous tribes and tribal organizations since 1983. Alex Cipollone's knowledge, experience and his reputation for understanding tribal needs, potentially makes him an invaluable resource.

Experience and education are worth their weight in gold. Alex has both. With over 30 years of extensive experience in the financial services industry, Alex has earned nearly every relevant professional designation. He is a CERTIFIEDFINANCIAL PLANNERTM (CFP®), a Chartered Life Underwriter (CLU), a Chartered Financial Consultant (ChFC), and an Accredited Asset Management Specialist (AAMS). Alex Cipollone is the President of Asset Planning Company, Inc. (APC), An Independent Firm. Alex has been providing Retirement and Employee Benefit programs to tribes since 1983. Alex also is a Registered Principal and Investment Advisor Representative with Raymond James Financial Services (RJFS), a leading national investment firm for Independent Financial Consultants. RJFS is affiliated with Raymond James & Associates Inc., a member of the New York Stock Exchange (NYSE). RJFS offers a full range of investment and financial services including the selection and monitoring of professional money managers. Through RJFS, Alex provides investments and fee-based, professional asset management for tribes and assists the tribes in the selection and monitoring of professional money managers.