ws-apex.com

Apex Wealth Services LLC

Dedicated to the Unique Requirements. Apex provides comprehensive wealth reporting and related administrative services for affluent investors with complex portfolios. We organize and clarify our clients' financial lives; provide them with customized and concise views of their entire portfolios; and relieve them of the burdens that make effective management of large investment portfolios cumbersome. Our highly flexible and integrated solutions are designed to:. The result of this process. Are investors wh...

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Apex Wealth Services LLC | ws-apex.com Reviews

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Dedicated to the Unique Requirements. Apex provides comprehensive wealth reporting and related administrative services for affluent investors with complex portfolios. We organize and clarify our clients' financial lives; provide them with customized and concise views of their entire portfolios; and relieve them of the burdens that make effective management of large investment portfolios cumbersome. Our highly flexible and integrated solutions are designed to:. The result of this process. Are investors wh...

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1 home page

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4 our people

5 client access

6 apex wealth services

7 of sophisticated investors

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9 info@ws apex com

10 centralize management

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Apex Wealth Services LLC | ws-apex.com Reviews

https://ws-apex.com

Dedicated to the Unique Requirements. Apex provides comprehensive wealth reporting and related administrative services for affluent investors with complex portfolios. We organize and clarify our clients' financial lives; provide them with customized and concise views of their entire portfolios; and relieve them of the burdens that make effective management of large investment portfolios cumbersome. Our highly flexible and integrated solutions are designed to:. The result of this process. Are investors wh...

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ws-apex.com

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Contact Us | Apex Wealth Services

http://ws-apex.com/brochure

Apex Wealth Services LLC. 214 West Main St., Ligonier PA 15658. W: http:/ ws-apex.com. Link to Printable Brochure: Apex Brochure. Dedicated to the Unique Requirements of Sophisticated Investors. This is our mission — one that is highly focused and untainted by incentives to gather assets, or otherwise disrupt existing business relationships.

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Introduction | Apex Wealth Services

http://ws-apex.com/introduction

Modern investment portfolios include a wide variety of managers and strategies, making it cumbersome for even the most astute investors to stay fully informed about their wealth. Potentially, this can result in unsuitable portfolio risk, insufficient liquidity, or difficulty allocating fresh capital. Apex Wealth Services LLC addresses these issues by delivering continuously updated comprehensive portfolio information on complex, multi-manager, multi-asset class portfolios. This is our mission — one...

3

Our People | Apex Wealth Services

http://ws-apex.com/why-apex

Apex was founded in 2012 by Christopher M. Turner. A twenty-five year veteran serving the investment, financial planning and administrative demands of some of America’s wealthiest families. Chris began his career in 1987 at the New York City headquarters of Bessemer Trust Company. Where he assisted in the management of client portfolios and administration of trusts and estates. In 1992 he joined the private asset management division of Donaldson, Lufkin and Jenrette. In 2002, ultimately holding key manag...

4

Our Services | Apex Wealth Services

http://ws-apex.com/services

Apex’s comprehensive net worth reporting services can be accessed by individuals directly; by institutions wishing to outsource consolidated reporting for their clients; and by firms utilizing our consulting services to build an in-house solution. In all cases, the Apex process integrates industry leading technology with high personal service, providing investors and their most trusted advisors with:. Daily updates of positions, transactions and performance across all investments;. Apex provides comprehe...

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Client Access | Apex Wealth Services

http://ws-apex.com/client

Client web access under development. See “Description of Services” tab for further details. Dedicated to the Unique Requirements of Sophisticated Investors. This is our mission — one that is highly focused and untainted by incentives to gather assets, or otherwise disrupt existing business relationships.

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Dedicated to the Unique Requirements. Apex provides comprehensive wealth reporting and related administrative services for affluent investors with complex portfolios. We organize and clarify our clients' financial lives; provide them with customized and concise views of their entire portfolios; and relieve them of the burdens that make effective management of large investment portfolios cumbersome. Our highly flexible and integrated solutions are designed to:. The result of this process. Are investors wh...

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