Investment Products and Services: We are product agnostic and deliver adept and trustworthy financial advice.. Our open architecture platform provides access to a large amount of investment products; active or passive, liquid or alternative. We have no “hidden agenda” or drive to sell any particular financial product.

  • Equity Strategies: Fundamental analysis on thousands of companies, globally, providing industry-specific, in-depth equity research and analysis.
  • Mutual Funds and Exchange Traded Funds (ETFs): As a Apex Wealth Group client, you can tap into the experience of a wide array of vehicles managed by experienced asset managers providing a wide range of investment solutions.
  • Fixed Income: Includes convertibles, high-yield, preferred securities, zero coupon bonds, agencies, certificates of deposit among others.
  • Alternative Investments: With the guidance of a Financial Advisor qualified investors are able to take advantage of nontraditional vehicles, such as private equity or hedge funds, not locked into a particular style or sector and often non-correlated with other market areas.
  • Global Portfolios: Professionally managed multicurrency investment offerings, designed for clients seeking sophisticated and performance-focused portfolio management.
  • Investment Advisory Services and Managed Account Programs: Your Financial Advisor can help you to choose from a range of rigorously screened investment managers whose investment philosophies and investing styles are consistent with your goals and tolerance for risk.
  • Alternative Investments: With the guidance of a Financial Advisor qualified investors are able to take advantage of nontraditional vehicles, such as private equity or hedge funds, not locked into a particular style or sector and often non-correlated with other market areas.