Our Investment Philosophy
A fundamentally different approach to investing.
Many investment philosophies are based on the following foundational principles.
Control Costs
Mitigate Taxes
Optimize Diversification
Minimize Risk
Maximize Return
Our investment methodology also incorporates these principles. We recognize that traditional portfolio strategies have constraints. Global economic interdependence, market volatility, interest rates, and the impact of behavioral finance all played a role in the limitations of conventional investment strategies.
Investing has been redefined. At Apexium, we utilize innovative portfolio management solutions we believe directly solve the most pressing portfolio challenges.
01
RISK – GLOBAL ECONOMIC INTERDEPENDENCE
Global economic interdependence has limited the effectiveness of diversification to manage risk. Diversification alone can no longer eliminate market risk.
02
INCOME – INTEREST RATE
Elevated interest rate instability and volatility have challenged income-driven investors. Investors can no longer rely solely on traditional markets for income.
03
GROWTH – MARKET VOLATILITY & BEHAVIORAL FINANCE
Heightened market volatility has resulted in inevitable and unpredictable periods. Investors often fall into behavior patterns that compromise long-term results and derail portfolio growth.
WE DON’T BELIEVE IN A PRE-PRESCRIBED APPROACH TO PORTFOLIO MANAGEMENT
Our new approach to investment management was born from the dissatisfaction of traditional wealth management firms that continue to expose their clients to the risks and shortfalls of conventional strategies ubiquitous across almost every investor’s portfolio.
The foundation of our fundamentally different investment philosophy.
01
Augment the singular approach of conventional diversification by implementing other uncorrelated risk management strategies.
02
Amplify the primary drivers of income with alternative sources outside of traditional asset classes.
03
Avoid the cognitive and emotional biases that result in tangible investment consequences by employing binary instruments with defined outcomes with the objective to mitigate abnormal market behavior.
We are fundamentally improving the science of investing.
While Apexium is your investment advisor, the security of client assets is most important.
We have always used third-party custodians to safeguard your assets. The custodian will hold your investments and funds on your behalf, execute transactions, and provide detailed record-keeping. As fiduciaries, we prioritize the safety and integrity of our client’s investments, and partnering with a trusted third-party custodian is an integral part of that commitment.
TALK TO A
WEALTH MANAGER
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Apexium is a national Registered Investment Adviser with offices strategically located in the Northeast, Mid-Atlantic and the Southwest.