A complete list of active advisors currently associated with Apex Quantitative Group, LLC

Warmer can help you find a great advisor at Apex Quantitative Group, LLC or one who fits your needs even better.

Apex Quantitative Group, LLC provides discretionary portfolio management to individuals, trusts, estates and business entities, managing model-based equity portfolios for a very small client base (four clients) with roughly $1.5–$1.7 million in assets under management. The firm generally requires $100,000 to open an account and does not participate in wrap-fee programs. Apex’s investment process centers on a machine‑learning system that scores roughly the largest 1,000 U.S. stocks and builds risk‑controlled, large‑cap equity model portfolios designed to track the S&P 500 within an acceptable tracking‑error objective; models are rebuilt and client accounts are rebalanced on a monthly basis. Clients select model weights, may impose security restrictions, can access their own accounts to place trades, and may use client-directed hedging or leverage while Apex executes the chosen Models; the firm notes its approach does not seek tax optimization and typically results in short‑term holding periods. Several features distinguish Apex from many peers: the firm discloses or advertises performance results in its materials, a practice that is uncommon among supported firms, and it permits client exposure to borrowing or margin (with margin interest and related custodian charges noted). Apex also operates with a very small advisory team and client roster and does not emphasize high‑net‑worth clients, giving it an atypical scale and client mix relative to other supported advisers.

To learn more about the advisors currently working at Apex Quantitative Group, LLC, 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.