APEX INVESTMENT GROUP

Overview

Apex Investment Group is an independent registered investment adviser that positions itself as a capital allocator for both individual and institutional clients. The firm focuses on fee-based portfolio management and financial planning, serving a mix of individual and family clients alongside smaller institutional mandates. Its advisory services include selection of other advisers and pension consulting, which it uses to supplement core wealth-management relationships. Investment activity is centered on public investment vehicles, with a clear preference for pooled public funds and mutual funds as primary building blocks. Apex operates primarily on a discretionary basis, allowing portfolio managers to implement model allocations across asset classes. The firm is not an active ESG investor and does not self-identify as a multi-state adviser in its registration data, though it maintains a footprint across more than one state.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices