Investment Advisory Service

As your Investment and Financial Advisor, We can offer you a broad array of personally tailored investment services that provide value-added guidance and support when developing your investment portfolio.


Fee-Based Investment Advisory Services

For added investment flexibility,  we offer the  discretionary full-service brokerage accounts that offer you unlimited trading together with the advice and expertise of Apex Investment Advisors. For a quarterly, asset-based fee, this seamless approach to investing allows you to buy and sell a wide range of securities to enhance your portfolio including: equities, options, fixed income securities, eligible mutual funds and defined portfolios. Each transaction does incur an additional processing fee.

We are recommending Schwab as our custodian.



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