Apex Capital Management Ltd EXchange Traded Portfolio Allocation System (N.E.X.T.) The Apex Capital Management Ltd EXchange Traded investment strategy employs an asset allocation model driven by Modern Portfolio Theory (MPT). Based upon historical returns of key investment categories – bonds, stocks and hard assets (real estate, commodities) – an appropriate allocation is established. The process is widely recognized as the gold-standard for achieving targeted returns while taking the least amount of risk. Underlying investments, where available are exchange traded funds. Portfolios are monitored daily and rebalanced when needed in order to ensure consistent and appropriate allocations to asset classes.
Effective wealth management is the balancing of risk and reward and providing a realistic growth path for clients. Your Financial Advisor is trained to understand your financial needs and, more importantly, to develop short term and long term strategies designed to meet these needs. Through your Financial Advisor, you have access to a multitude of quality debt and equity offerings, securities trading and asset management expertise.