FACT SHEET

Include Apex Alts Within Your Current Investing Experience

Looking for another way to deepen engagement with investors, especially those looking for potentially higher returns? You can add alternative investments and make buying an alt as familiar as buying a mutual fund.

Download the fact sheet

Historically, alternative investments were held by high-net-worth investors, but now you can lower barriers to entry and expand access to this type of asset diversification and potential returns. And with built-in workflow automations, providing greater access that doesn’t have to be a heavy lift.

This announcement is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any securities or investments. Clients and investors should carefully consider their individual goals, risks, and investment needs before making any financial decision. The alternative investment platform will be made available in accordance with applicable laws and regulations, and subject to any required regulatory approvals. The launch timeline and features are subject to change, and we are under no obligation to update or revise this information except as required by law. For additional details, please refer to this website or contact Apex directly.