Apex Quantitative Group, LLC

Apex Quantitative Group, LLC provides discretionary asset management to individuals, trusts, estates and business entities, managing $1.7 million across six client accounts and generally requiring a $100,000 minimum. The firm primarily serves individual clients and bills for portfolio management on a percentage-of-AUM basis, as described in its brochure.

Apex constructs investable, risk‑mitigated equity Models by scoring roughly the largest 1,000 U.S. stocks with a machine‑learning system (MLS), then optimizes those scores with risk controls and generally rebuilds and rebalances Models on a monthly basis. The brochure states the strategy seeks return and risk profiles similar to, but superior to, the S&P 500, and clients may impose security restrictions or control exposure through their own hedging or leverage or via a hedging portfolio built by Apex.

Compared with many peers, Apex is a small, technically oriented firm that both articulates model performance objectives and advertises performance results while managing a modest asset base, an uncommon combination for supported firms. The firm’s practices also include allowing client exposure to be adjusted with leverage (and noting custodian margin interest), recommending Interactive Brokers for custody and execution, and declining to vote client proxies.