Georges Mills, NH Office

Apex Investment Group is an SEC‑registered wealth management firm that serves individuals (including high‑net‑worth clients), trusts, estates, retirement plans, corporations and charities. Its service offering includes discretionary investment management, comprehensive financial planning, retirement‑plan advisory (3(21)/3(38)) and a separate investment‑consulting arrangement for brokerage customers of Mutual Securities, Inc.

The firm operates as a fiduciary and generally pursues long‑term, customized portfolios constructed primarily from diversified mutual funds and ETFs, with selective use of individual stocks, bonds or structured products and the option to engage Independent Managers. Investment selection uses both fundamental and technical analysis, and the advisor team provides ongoing monitoring, rebalancing and client communications while typically managing accounts on a discretionary basis.

Distinctive features include a compact six‑advisor team overseeing roughly $211 million across 519 clients, yielding a relatively substantial client load per advisor that implies a more scaled service model than many peers. The firm — formed in late 2024 — also maintains institutional relationships with major custodians (Fidelity and Schwab), offers formal retirement‑plan fiduciary services, and runs the noted broker‑dealer consulting arrangement, all of which affect its operational resources and service delivery.