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ACap Asset Management
Protecting Your Financial Health
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Fee-Only Financial Planning and Investment Services
For health care professionals, business owners, and individuals
Get a pulse on your financial position

Emerging Physicians

ACap Asset Management is pleased to announce our new Emerging Physician program for young doctors in residency and fellowship. We launched our Emerging Physician program in direct response to young doctors who want sound financial advice, but who are instead targeted by salespeople pitching expensive, unnecessary financial products.

ACap advises physicians from all branches of medicine and the number one feedback our clients give us is that they wished they could have met us during their residency and/or fellowship to avoid costly financial mistakes. Recognizing this crucial need for sound, yet independent, financial advice among young doctors, we developed our Emerging Physician program tailored specifically to bring you the same high quality of service enjoyed by our current clients whom we have advised to grow their financial portfolios. Our experience has shown that most medical residents and fellows have questions such as:

  • Should I consolidate my student loans? If so, how?
  • What is a Roth IRA and do I need one?
  • Which 401k options should I choose?
  • I just started working at Kaiser Permanente; what is the difference between the Pension Plan and the Tax Savings Retirement Plan?
  • How can we prepare to buy our first house?
  • How much should I save in case of emergencies?
  • How much should I be saving for retirement?

How It Works

You don’t have to be a millionaire to benefit from the same quality of service currently enjoyed by our more established physician clients. For our Emerging Physician clients, we impose no minimum fees, no hidden fees, and no commissions. Plus, since absolutely no one pays us except for you our client, you can rest assured that our advice is free from any conflicts of interest.

How to Get Started

If you are a medical resident or a fellow and have some of the same questions listed above that we hear from our clients or you have a unique need, then our Emerging Physician program may be the right fit for you. As you prepare to embark on a new career, it’s never too early to begin planning for your financial future. Contact ACap Asset Management to discuss how the Emerging Physician program can help jumpstart your financial planning. Contact us at info@acapam.com or 818-272-8511 to setup a free initial consultation.

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