Apex Private Wealth Counsel has completed the demanding educational, experiential and organizational requirements to be approved as Portfolio Managers.  This approach to wealth management provides the most significant benefits to our clients.  Our Portfolio Managers are held to the highest standard, we have a duty to act with care, integrity and honesty while proceeding in good faith while always maintaining the client’s best interest.

KYC and Suitability

Our advisors collect as much information as possible about your personal situation, your time horizon, your capacity for risk, your investment goals and objective as well as your personal relationship with money. We use this to tailor your investments to your unique circumstances and draft your investment policy statement to set you on a path for success. 

An investment policy statement (IPS) is a document drafted between a Portfolio Manager and the client which outlines the general investment goals and objectives of a client.  The IPS also describes the specific strategies, such as asset allocation, risk tolerance and liquidity requirements that the manager should utilize to meet the clients objectives. 

Discretionary Management Timing

As Portfolio Managers, Apex Private Wealth Counsel is typically given discretionary authority to make investment decisions without getting prior approval for each transaction.  Therefore, we’re able to respond very quickly and efficiently to economic and market changes, and to capitalize on tactical opportunities.

Fair and Efficient

All participating investors will benefit from the ability to transact “in bulk”, resulting in fair and equal treatment. This also enables Apex Private Wealth Counsel to achieve operational efficiencies, which helps to reduce costs to our clients.

Transparency Understood

With our simplified tiered fee schedule and reporting process, emphasis is placed on clarity and transparency.  Our clients gain comfort from being able to understand and see both the costs of our services and the results of our efforts.

A Broader Range of Asset Classes

Traditionally, investors only had access to 3 main asset classes, equities (stocks), fixed income (bonds) and cash (money market instruments). As Portfolio Managers, Apex Private Wealth Counsel specialize in high-level investment strategies and a much wider range of asset classes and alternative investments that were once only available to pension funds and high net worth investors.  Investors enjoy truly diversified investment portfolios, with an asset mix that is expected to enhance returns and reduce volatility inside a discretionary account.

Tax Deductibility of fees

When your fees are charged on your non-registered portfolio’s, they can be deducted on your income taxes as carrying charges.