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 Pershing CMAP discretionary full-service brokerage account that offers 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.

Managed Money - Outside Managers

Through several independent Investment Managers we provide custom consulting services to both individual and institutional investors. We will help you determine the appropriate asset allocation for your portfolio, assist you in selecting professional money managers, and provide ongoing evaluations of your investment performance.