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APIC's Mission Statement
A Community of Colleagues
Fostering Professionalism
through a
Culture of Consulting


Our Mission

Association of Professional Investment Consultants is a community of leading Smith Barney consultants and their team members, Consulting Group professional staff, and Firm employees who share a desire to support APIC.

We believe in excellence.

We believe in success.

We believe in speaking our minds.

We believe in fostering professionalism through a culture of consulting.

And we passionately believe in sharing with each other, as a community of colleagues. The notion of sharing with each other our successes and failures, our innovative ideas, competitive knowledge and academic insights-the fact that we teach each other openly, willingly and quite well-is virtually unheard of in our industry. Yet sharing is the foundation of APIC.

Advocacy & Innovation

APIC members are innovators. We actively create and introduce technique and methods to provide cutting-edge service and expertise to our clients, and to develop our practices.

We have organized ourselves into committees that focus on our special areas of expertise or need, and that provide and excellent forum for members to express opinions to people who will listen to their concerns.

This site is designed to outline membership benefits as well as to provide a valuable platform from which our members can access such useful programs as the APIC Chalkboard, downloadable audio interviews, the Oracle Newsletter, and access to a variety of professional presentation materials.

The first and primary benefit of APIC membership is the opportunity to work with and build relationships with people we respect and whose company we enjoy, both personally and professionally. Secondly and most importantly, we believe this collaboration allows APIC members to further enhance their level of consulting and service that we deliver to our clients.



2009 APIC Annual Educational Conference
June 3 - 5, 2009
Ritz Charles Hotel
Washington, DC

We will begin earlier on Wednesday so everyone can get home for the weekend

More details coming soon



Click on the brochure to download and read "A Culture of Consulting". In order to view and print files on this page, you will need Adobe Acrobat Reader Installed.
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8826 Santa Fe Drive, Suite 208,
Overland Park, KS 66212
Phone: (913) 381-4458 * Fax: (913) 381-9308
Email: Apic@sbcglobal.net

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