Investment Services

Professional Investment Management in Illinois and Florida

Our professional investment management services are tailored to the unique needs of our clients. Whether planning for retirement, looking to create additional investment income, or to help fund your charitable efforts, we have investment strategies that can help you meet your goals.

We are fee-based investment advisors who offer handcrafted model portfolios and custom individual portfolios to provide active, tactical investment management at scale. Each of our proprietary APEX models is developed by our in-house portfolio manager with overlay management support from T. Rowe Price. Our approach provides personalized attention and institutional-grade expertise.

Our Portfolio Models

Legacy APEX Models

Growth Model
Growth & Income Model
Moderate Model
Moderately Conservative Model

Strategic Partner Models

T. Rowe Price
First Trust
Jackson
Nationwide

Custom Portfolios

Legacy Private Wealth Advisors
Meeder Investment Management

The Benefits of In-house Portfolio Management

One-to-one Relationships

Our team gets to know you personally. We understand your specific situation, your concerns, and your goals.

Proactive, Not Reactive

We actively monitor market conditions and make tactical adjustments to help protect and grow your hard-earned money.

Tailored to Your Unique Needs

Your dedicated financial advisor will align your investments with your individual risk tolerance, time horizon, and financial goals.

Investment Due Diligence

Every investment is carefully analyzed and vetted before it is recommended to clients or placed into our dedicated models.

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Custom Portfolios

For investors with unique goals or complex financial situations, we build completely custom portfolios. We have access to one of the industry’s widest investment product footprints and do the research and due diligence to find the right product mix that can meet your specific needs.

Common Investment Goals

Our investment analysis and planning approach can help you meet diverse goals, such as:

Investment Growth

Investment Risk Management

Retirement Planning

Retirement Income

Leaving Assets to Heirs

Charity Donations

Minimizing Tax Liability

Diversifying Investments

You Don’t Have to Navigate This Alone

Managing investments shouldn’t keep you up at night. With our professional management, you can feel confident knowing experienced professionals are watching over your financial future while you focus on the things that matter most to you. Our approach combines the personal touch of a local advisor with sophisticated asset management.

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Ready to Feel Confident About Your Financial Future?

Schedule Your Complimentary “Right Fit” Consultation

Are you wondering if our investment management services are right for you? Let’s find out together. We offer a no-obligation consultation where we’ll review your current financial situation, discuss your goals, and determine if we can help you achieve the confident retirement you deserve.

Schedule Your Consultation