Strategic Wealth.
Personalized Guidance.
Apex Investments partners with you to build, manage, and protect your wealth through tailored strategies and unwavering commitment.
Strategic Wealth.
The Apex Foundation
Client-Centric Focus
Your unique goals drive every decision. We build strategies around your aspirations.
Data-Driven Strategy
Leveraging deep market analysis and insights for informed, strategic portfolio construction.
Enduring Partnerships
Building relationships based on transparency, trust, and a commitment to your long-term success.
Your Partners in Prosperity
At Apex Investments, we believe financial success is built on a foundation of trust, expertise, and personalized strategy.
With over 40 years of collective experience, our team of seasoned advisors is dedicated to understanding your complete financial picture. We move beyond simple asset management to provide comprehensive wealth planning that addresses your ambitions, challenges, and legacy goals. We are committed architects of your financial future.
Partnership
Our Collaborative Process
1
Discovery & Goal Setting
Understanding your vision, risk tolerance, and unique financial landscape.
2
Strategy Development
Crafting a personalized investment blueprint aligned with your objectives.
3
Implementation & Execution
Efficiently deploying your strategy across diversified asset classes.
4
Ongoing Review & Adjustment
Continuously monitoring performance and adapting to market changes and life events.
Tailored Investment Solutions
Explore our core strategies, designed to address diverse financial objectives and navigate evolving market conditions.
Comprehensive Wealth Management
Integrating investment management with financial planning for a holistic approach to your wealth.
Growth-Oriented Portfolios
Seeking capital appreciation through strategic allocation in growth potential assets.
Balanced Income & Growth
Aiming for a blend of current income generation and long-term capital growth.
Capital Preservation Focus
Prioritizing risk management and stability for wealth preservation objectives.
Sustainable & ESG Investing
Aligning your investments with Environmental, Social, and Governance principles.
Custom Strategy Design
Developing bespoke solutions for unique circumstances and complex financial needs.
Transparent Partnership Tiers
Choose the level of engagement that best suits your needs. Clear pricing for dedicated financial guidance.
Foundation
Essential guidance & core portfolio management for starting investors.
$100+Asset Fee
- Personalized Risk Profile
- Core ETF Portfolio
- Quarterly Updates
- Dedicated Advisor
- Financial Plan
Most Popular
Strategic Growth
Comprehensive planning & active management for serious wealth builders.
$1000+Asset Fee
- Full Financial Plan
- Active Portfolio Management
- Regular Progress Reviews
- Dedicated Advisor
- Advanced Reporting
Apex Premier
Bespoke solutions, exclusive access, and highest level of service.
CustomTailored Pricing
- Bespoke Wealth Strategy
- Institutional Access
- Dedicated Advisory Team
- Proactive Planning
- Priority Service
*Asset-based fees apply based on portfolio size and complexity. Contact us for a personalized consultation and detailed fee schedule.
The Apex Advantage
Experienced Advisors
Benefit from decades of collective market wisdom and financial planning expertise.
Fiduciary Commitment
As fiduciaries, we are legally bound to act in your best interest, always.
Transparent Approach
Clear communication, straightforward fees, and open access to your portfolio information.
Discover More About Apex Investments
Download our comprehensive company brochure to learn more about our philosophy, services, and how we can partner with you to achieve your financial aspirations.
Download Our BrochureNavigating Markets: Latest Insights
Interest Rates & Portfolio Positioning
Analyzing the current rate environment and its implications for asset allocation strategies moving forward.
Read MoreThe Long-Term Case for Diversification
Why maintaining a diversified portfolio remains crucial for mitigating risk, especially during uncertain times.
Learn WhyTax-Smart Withdrawal Strategies
Optimizing retirement income by carefully considering the tax implications of various withdrawal approaches.
Explore StrategiesTrusted By Clients Like You
"The financial architecture you build today determines the strength of your tomorrow."
Frequently Asked Questions
What is the minimum investment amount?
Are you a fiduciary?
How are you compensated?
How often will we review my portfolio?
Start Your Financial Journey
Take the first step towards achieving your financial goals. Contact us today for a no-obligation consultation with an Apex advisor.
1 Apex Plaza,
Financial District,
Suite 1000, New York, NY 10005
Suite 1000, New York, NY 10005
Mon - Fri: 9:00 AM - 5:00 PM (ET)