Your Wealth,
Intelligently Managed
Comprehensive wealth management, premium insurance, and AI-powered insights for high-net-worth individuals and families who demand excellence.
SEC Registered
Investment Adviser
$12.4B
Assets Under Management
2,400+
Client Families
98.7%
Client Retention Rate
Client Dashboard
Portfolio Overview
Total AUM
$12.4B
▲ +8.2% YoY
YTD Return
+14.2%
▲ +2.1% vs benchmark
Client Families
2,400+
▲ +156 this year
Risk-Adj. Alpha
2.8%
▲ Top quartile
Avg Client Tenure
11.3 yrs
▲ Industry-leading
Portfolio Growth
12-month performance vs. S&P 500 benchmark (indexed to 100)
Asset Allocation
Current model portfolio distribution
Fund Performance
Year-to-date returns by fund (%)
Risk Profile
Multi-factor risk analysis by portfolio type
Our Services
Comprehensive Financial Solutions
Wealth Management
Personalized portfolio construction, asset allocation, and ongoing rebalancing strategies tailored to your risk profile and financial goals.
Premium Insurance
High-net-worth property, life, and liability coverage designed for complex estates and collections requiring specialized underwriting.
Tax Planning
Tax-loss harvesting, Roth conversion strategies, charitable giving optimization, and multi-year tax projection modeling.
Estate Planning
Multi-generational wealth transfer, trust structuring, family governance frameworks, and philanthropic advisory services.
Client Testimonials
Trusted by Leading Families & Institutions
"Apex's AI-powered insights transformed how we manage our endowment. Their risk-adjusted returns consistently outperform our previous advisors by over 200 basis points."
Margaret Thornton
CFO, Meridian Industries (Fortune 500)
"The integrated wealth and insurance platform eliminated the complexity of coordinating between multiple providers. One team, one strategy, seamless execution."
Richard Ashworth
Family Office Director, The Ashworth Family Trust
"Eleven years with Apex. The personalized service, proactive tax-loss harvesting, and estate planning coordination have been invaluable for our multi-generational wealth strategy."
Caroline DuPont
UHNW Client, Private Client
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