With Apex, your investments will be managed by professionals with unrivaled expertise.
With economic instability, your investments may no longer be meeting your financial needs or generating the highest level of return. Now is the time to re-evaluate your entire portfolio and protect your investments not only for your future, but your family’s future.
With Apex, your investments will be conveniently managed in their entirety by professionals with unrivaled expertise who promise you an unmatched level of personal financial care.
As an independent financial advisor operating under a Fiduciary Standard, Apex does not charge commissions or brokerage fees. Client assets are held by large institutional, cost effective custodians:
Fidelity Investments provides clearing and custody services to Apex through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. Additional custody services are provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC & TD Ameritrade Clearing, Inc., member FINRA/SIPC.
Comprehensive Financial Planning
In-depth consulting on income and estate taxation, inter-generational estate transfers, and retirement planning.
Apex embraces the highest standard of care – our clients’ interests are our top priorities.
Full Transparency of Fees
An Independent Registered Investment Advisor (RIA) with the Securities and Exchange Commission (SEC), Apex offers fee-only management and receives no commissions or any kind of compensation from any outside investment sources.
Apex actively manages assets, carefully selecting from a variety of asset classes and utilizing multiple custodians, based upon individualized needs and goals. Apex’s investment models include:
- Equity and Blended Portfolios
- Tax Free Fixed Income Portfolio
- Taxable Fixed Income Portfolio
- Enhanced Municipal Bond Portfolio
- Managed Futures/Strategic Opportunity Portfolio
- Private Equity and Alternative Investments