Our Services
We recognize that no single investment style is right for everyone—which is why we offer access to private money managers to our higher-net-worth clients, foundations, endowments and corporate pension plans.
In all cases, our clients come first and we will work together with both your tax and legal professionals to make sure that your portfolio matches your individual goals and objectives.
We serve individuals and businesses in all areas of investment planning, including:
Retirement Planning
Help making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to pursue the retirement you desire . Help managing assets before and during retirement.
Tax Efficient Strategies
Help making sure your portfolio is tax-efficient. Developing tax-efficient investment strategies. Referring you to qualified tax specialists.
*Apex Securities and Asset Management and LPL Financial do not provide legal or tax advice. Please consult with your tax or legal advisor regarding your personal situation.
Wealth Transfer Strategies
LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial. They also provide access to Trust & Will, a program that enables clients to create self- guided legal documents.
*Trust & Will is not affiliated with or endorsed by LPL Financial. This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.
Education Funding*
Recommending investment and accumulation strategies to help you pay for your children's education.
Risk Management
Reviewing existing insurance policies.
Investments*
Determining your asset-allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you pursue your goals.
Employee and Executive Benefits
Helping your business attract and retain qualified employees through benefit packages.
*Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Asset allocation does not ensure a profit or protect against a loss.