ADVISORY SERVICES
Apex Capital Management provides investment advisory services to our clients. Our investment objective is to achieve positive returns with substantially less volatility than the traditional markets, employing a combination of investment strategies. We seek low correlation to traditional asset classes and markets, while providing liquidity and transparency. We conduct an initial in-depth interview with all potential clients and tailor portfolios to each clients' characteristics.
Apex utilizes various methods of analysis. These include quantitative, fundamental, top down and bottom up, depending on the strategies employed. We determine how to allocate assets based on the investment strategy chosen, prevailing economic conditions, risk measures, and our determination of where we are in the economic cycle. Potential risks and opportunities are weighed to determine to what degree the portfolio should be invested.
THIRD PARTY ASSET MANAGERS
Apex Capital Management utilizes our own proprietary trading models to invest client assets, but we also provide investment advice and recommendations on the investment strategies of Third-Party Asset Managers (TPAM). We do this to provide clients with a variety of products to meet their specific needs.
ACM will recommend TPAM’s in relation to the clients' stated investment objectives and risk tolerance. The criteria that we consider are the TPAM’s experience, assets under management, performance record, client retention, the level of client services provided, investment style, buy and sell disciplines, capitalization level, and the general investment process.
Our clients’ needs are our top priority. We choose TPAM’s we believe are a good fit for our clients' objectives based on a rigorous due diligence process.