ApexVest Wealth is an independent and trusted investment management firm that helps people of all experience levels grow their money. Whether you’re just starting out or are an experienced trader, we provide a secure and easy-to-use platform to meet your financial goals.
Beginners If you’re new to investing, our expert account managers will handle your trades for you.
Experienced Traders If you’re a pro, you can use our advanced tools and cooperative features to improve your trading strategies.
We specialize in stocks, forex, and cryptocurrency trading. We started with traditional stocks and bonds, expanded into forex in 2010, and were among the first to trade cryptocurrencies like Bitcoin. This experience makes us a leader in both traditional and modern investing.
Easy Crypto & Forex Trading Use cryptocurrencies for instant deposits and withdrawals, making trading faster and simpler.
Our in-house team developed the AI Smart Auto-Trading Tools, a powerful AI-driven system for automated trading.
Our skilled traders manage your investments, so you can grow your money without stress .
We keep things clear and secure, giving you real-time access to your investments.
With offices in the U.S., Canada, the U.K., Germany, Australia, India, and the UAE, we bring the world’s markets to your fingertips.
At ApexVest Wealth, we’re here to help you succeed. Whether you’re taking your first steps into investing or are a seasoned trader, we offer the tools, expertise, and support you need to reach your goals.
Join ApexVest Wealth today and start your journey toward financial success with a partner you can trust.
Apexvest Wealth is a service-intensive firm. We make every effort to understand each client’s specific needs and tailor our activities accordingly. Clients receive monthly statements from an unaffiliated custodian and have 24/7 online access to investor information through our website. In addition, clients always have direct access to our principals. We meet with clients regularly and respond promptly to inquiries.
We invest client capital in a blend of active and passive investment strategies in an effort to earn positive returns in even the most challenging markets. Passive investments include exchange traded funds (ETFs) and broadly diversified mutual funds which track the performance of various market indices; active investments include more concentrated stock and bond portfolios, managed by investment professionals that have consistently outperformed the market. We use proprietary databases, independent third-party research and our own due diligence to evaluate individual fund managers based on such criteria as performance, turnover, fees and risk profile.
Employing both active and passive investment strategies is only one method we use to reduce overall portfolio volatility. We also mitigate risk by diversifying client investments by asset class (equities, fixed income and cash), investment style (growth, value and blend) and capitalization size (large cap, mid cap, and small cap), balanced with investments in international equities, real estate investment trusts (REITs), commodities, private equity and hedge funds. AtApexvest Wealth, we believe risk management is just as important as growing capital.