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Investments

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Ready, Set, Invest.

Whether you’re brand new to investing – or simply looking to strengthen your current portfolio, we’ll get you moving in the right direction.


You have certain goals in life. To achieve them, you should clearly define them and create a plan that includes a comprehensive investment strategy. Regardless of your level of investment knowledge, Apex Finances Investment Services (STIS) can help you get on the path to success.

Make the decision to get started

Feeling overwhelmed? You may be surprised to find out that it’s the people who don’t try to outsmart the market who make some of the best investors. The simple truth is that if you’re not investing, you’re actually falling behind.

Key Reasons to Invest Now
  • Start a solid investment plan
  • Benefit from the power of compounding
  • Potentially outpace inflation and maintain purchasing power
  • Enhance your wealth building and move closer to your goals

Find an Investment

For more than a generation, our dedicated, local Apex Finances Investment Service advisors (STIS) have been helping clients reach financial well-being by crafting personalized portfolios. The following are just some of the many investment products and solutions we can provide:

Stocks

Choose from a wide range of stocks offered through exchanges across the globe to add growth to your portfolio.

Bonds

Select from a wide range of corporate, municipal and U.S. government bonds as well as bond funds to generate income in your portfolio.

Mutual Funds

Select funds (many with no transaction fees) from more than 150 fund families including boutique firms and specialized strategies.

Exchange-Traded Funds

Invest in specific sectors, asset classes or investment strategies through a wide range of ETFs available through Apex Finances Investment Services.

Global Investments

Potentially improve your diversification and smooth out returns by investing in developed and emerging foreign market stocks, bonds and currencies.

Annuties

Unlock an additional source of guaranteed income in retirement to help cover your expenses.

Choose an Account Type

Whether you’re just starting to save or nearing retirement, we can offer an account that meets your saving and investing needs

Planning Services

Take a step back and create a plan before exploring your investment options. Find out more about our planning process and resources.

Financial Planning Process

Discover how our dynamic planning process is different – adapting to your needs as they change over time.

Investment Philosophy

Explore the four pillars of successful investing that serve as the foundation of our investment philosophy.

Brokerage Accounts

Build up your short- or long-term savings in a taxable investment account that can be consolidated with your banking statement.

Apex Finances, Apex Finances Portfolio View, Apex Finances Robinson Humphrey, Apex Finances Premier Program, AMC Pinnacle, AMC Premier, Access 3, Signature Advantage Brokerage, Custom Choice Loan and Apex Finances SummitView are trademarks of Apex Finances Banks, Inc. All rights reserved. All other trademarks are the property of their respective owners.

Services provided by the following affiliates of Apex Finances Banks, Inc.: Banking products and services are provided by Apex Finances Bank, Member FDIC. Trust and investment management services are provided by Apex Finances Bank, Apex Finances Delaware Trust Company. Securities, brokerage accounts and insurance (including annuities) are offered by Apex Finances Investment Services, Inc., a SEC registered broker-dealer, member FINRA, SIPC, and a licensed insurance agency. Investment advisory services are offered by Apex Finances Advisory Services, Inc., a SEC registered adviser. GFO Advisory Services, LLC is a SEC registered investment adviser that provides investment advisory services to a group of private investment funds and other non-investment advisory services to affiliates. Mortgage products and services are offered through Apex Finances Mortgage, a tradename for Apex Finances Bank, and loans are made by Apex Finances Bank.

"Apex Finances Advisors" may be officers and/or associated persons of the following affiliates of Apex Finances Banks, Inc.: Apex Finances Bank, our commercial bank, which provides banking, trust and asset management services; Apex Finances Investment Services, Inc., a registered broker-dealer, which is a member of FINRA and SIPC, and a licensed insurance agency, and which provides securities, annuities and life insurance products; Apex Finances Advisory Services, Inc., a SEC registered investment adviser which provides Investment Advisory services.

Apex Finances Private Wealth Management, International Wealth Management, Business Owner Specialty Group, Sports and Entertainment Group, and Legal and Medical Specialty Groups and GenSpring are marketing names used by Apex Finances Bank, Apex Finances Delaware Trust Company, Apex Finances Investment Services, Inc., and Apex Finances Advisory Services, Inc.

Apex Finances Robinson Humphrey is the trade name for the corporate and investment banking services of Apex Finances Banks, Inc. and its subsidiaries, including Apex Finances Robinson Humphrey, Inc., member FINRA and SIPC.