Investment Management – DRAFT 2017-03-26T19:45:09+00:00


Our actively managed investment portfolios are designed with diversification in mind. We design investment portfolios to fit the needs of you and your family’s specific financial needs, considering risk tolerance and time horizon.

Utilizing several asset classes, client investment portfolios are primarily comprised of exchange traded funds (ETFs), to achieve a lower expense with the goal of outperforming a relevant index. Each client account is separately held by our institutional custodians and managed by Apex

Tailor-made investment management services

Apex Financial Advisors offers comprehensive investment management solutions for individuals and businesses. Our specialized financial investment planners and advisors develop customized investment plans that cater to your needs.
As a premier investment advisory firm in Yardley, we provide reliable and useful information for you to invest in the right assets. We work around the clock to ensure you invest your hard-earned funds in a diversified portfolio that yields returns.