Resources
Fund prospectuses, fact sheets, and insurance policy documents for our full product suite.
10 documents available
Fund Prospectuses & Fact Sheets
6Apex Global Equity Growth Fund — Prospectus & Fact Sheet
A diversified global equity fund targeting long-term capital appreciation through investments in large- and mid-cap growth companies across developed and emerging markets.
Updated 2025-10-15
Apex Municipal Bond Yield Fund — Prospectus & Fact Sheet
A tax-exempt fixed income fund seeking high current income through investment-grade and select high-yield municipal bonds across U.S. states and territories.
Updated 2025-10-15
Apex Emerging Markets Opportunity Fund — Prospectus & Fact Sheet
An actively managed equity fund investing in high-growth companies across emerging and frontier market economies, targeting superior long-term capital appreciation.
Updated 2025-10-15
Apex US Large Cap Value Fund — Prospectus & Fact Sheet
A disciplined value-oriented equity fund investing in undervalued U.S. large-capitalization companies with strong balance sheets, sustainable dividends, and catalysts for price recovery.
Updated 2025-10-15
Apex Real Estate Income Trust (REIT) Fund — Prospectus & Fact Sheet
A high-income REIT fund investing in publicly traded real estate investment trusts across commercial, residential, industrial, and specialty property sectors.
Updated 2025-10-15
Apex Balanced Retirement 2045 Fund — Prospectus & Fact Sheet
A target-date retirement fund with a 2045 horizon, employing a dynamic glide path that automatically adjusts asset allocation from growth-oriented to income-oriented as the target date approaches.
Updated 2025-10-15
Insurance Policy Documents
4Premium Term Life Insurance — Policy Wording
Comprehensive term life insurance for high-net-worth individuals providing guaranteed level premiums and substantial death benefit coverage up to $25 million.
Updated 2025-09-20
High-Net-Worth Property & Casualty Insurance
Tailored property and casualty coverage for luxury homes, fine art, jewelry, and high-value personal assets with agreed-value protection and worldwide coverage.
Updated 2025-09-20
Umbrella Liability Coverage — Executive Shield
Excess personal liability protection of $5M to $50M for executives and high-net-worth families, providing broad coverage beyond underlying auto, homeowners, and watercraft policies.
Updated 2025-09-20
Private Client Auto & Collections Coverage
Specialized automobile insurance for luxury, exotic, vintage, and collectible vehicles with agreed-value coverage, worldwide transit protection, and concierge claims service.
Updated 2025-09-20