Apexus Capital is a personal service firm specializing in managing fixed income assets (bonds).
We customize every client’s portfolio to take into account your individual needs and goals. Whether you're priority is income, preservation of principal, building wealth or saving for a life event... Apexus Capital will structure your account to help you meet your financial objectives.
Your account (cash, bonds, etc.) is held by a large clearing agent firm; AXOS Clearing LLC (Omaha, NE), not directly by Apexus Capital, so your account value will always be independently calculated. Information about your account value and bond positions held will be available to you at any time from Apexus Capital or directly with the clearing agent firm.
It’s never too early to start planning for important life events like purchasing a house, sending your child to college, and funding a secure retirement. We will discuss your future goals and plan your portfolio so your money is available when you need it.
We can structure your portfolio to help you meet your needs and goals—including your desire to promote social good. You can share your social priorities with us, and we will make sure your money is not invested in businesses you wish to avoid supporting. We will ensure your portfolio aligns with your values.
Our approach is to use a combination of extensive bond market know-how, powered by custom software and automation technology, to manage your investments in a fashion customized to each client.
Our technology enables what we call "active bond investing", where performance is enhanced by finding attractive purchase and sale pricing, improving your return.
Our technology allows us to personalize how we invest for each client on a day to day basis.
Maintain high ethics standards
Strive to be the best at managing bonds
Provide a high level of individualized service
Fair dealing and transparency
Community Involvement
