A complete list of active advisors currently associated with APEX Investment Group

Warmer can help you find a great advisor at APEX Investment Group or one who fits your needs even better.

Apex Investment Group provides wealth management to individuals (including high net worth clients), trusts, estates, retirement plans, corporations and charitable entities. The firm delivers discretionary portfolio management, financial planning, retirement-plan advisory (including 3(21)/3(38) services) and a consulting service for brokerage customers purchased through a third‑party broker‑dealer. The firm’s investment process is primarily long‑term and fiduciary in nature, using both fundamental and technical analysis to construct diversified portfolios largely comprised of mutual funds and ETFs, with occasional use of individual stocks, bonds, structured products and unaffiliated investment managers. Portfolios are monitored and rebalanced regularly, and trades or reallocations may be made to harvest gains or losses or to respond to changes in client goals or market conditions. Apex is noteworthy for managing roughly $211 million across more than 500 client relationships while operating with a small advisory team, a client‑to‑advisor staffing pattern that is less common among similarly supported firms. The firm also provides institutional‑style services for its size — including retirement plan fiduciary work and a formal consulting arrangement with a broker‑dealer — and it reached its current scale shortly after its recent founding.

To learn more about the advisors currently working at APEX Investment Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.