Investments
Which investments are right for you? Which investments will prove to be successful in your portfolio? Should you be in the market now? Should you be in stocks or bonds? What about real estate? Precious Metals? How do you limit your risk while also earning a good rate of return?
The truth is that there is no one silver bullet that will solve all of your investment problems. The only guarantee when it comes to investing is that there are no guarantees! The best thing you can do is limit your risk to a level that you are comfortable with and select a strategy, create a plan, work your plan and make adjustments along the way.
Each investor is different, each has their own set of goals, risk tolerances, time frames, and beliefs. Basic rules of thumb do not create success in all cases and therefore should be approached very carefully. Professional management produces results but at a cost. The question is do you have the time, energy, and discipline to research, create, and manage your own portfolio? If you do not, then professional advice may be for you.
At Apex Wealth Management, LLC we believe that having an effecitve asset allocation strategy is one of the keys to a successful portfolio. Given a timeframe, risk tolerance, and the proper asset classes we can obtain a rate of return that will get us to our goal over time. By diversifying our assets among different asset classes we are able to lower our risks.
Clients have access to the following:
| Stocks(Equities and OTC) | Bonds | Mutual Funds |
| Real Estate Investment Trusts (REITs) | Options | Money Markets |
| Exchange Traded Funds (ETFs) | CDs | Margin Accounts |
Whether your company is large or small, Apex Wealth Management, LLC can design and implement a retirement plan for you and your employees. Our retirement specialists will meet with you to determine your companies specific needs and will design a plan to meet them. We offer the following:
| 401(k) Plans | 403(b)ERISA Plans | 403(b)Non ERISA |
| Keoghs | SEP IRAs | SIMPLE(IRA)s |
Apex Wealth Management, LLC believes is providing you with options, that is why we offer many different types of accounts to fit your needs (through our custodial relationships). Clients of Apex Wealth Management, LLC have access to the following accounts when we implement investment strategies for you:
| Individual | Trust | Investment Clubs |
| IRA | Roth IRA | UGMA/UTMA |
| Margin | Options | Penny Stocks |
Apex Wealth Management, LLC offers investments through custodial relationships. Clients of Apex Wealth Management, LLC are free to choose their own broker-dealer to implement any investment strategies or they may choose to let us implement the strategies using one of our custodial relationships. Clients who choose to let Apex Wealth Management, LLC implement their investment strategies will pay a management fee. This fee is determined at the first meeting and is agreed upon by both parties. Clients who choose to implement their strategies at a different broker-dealer will pay commissions based on that broker-dealer's policies.
