Apex Securities and Asset Management is an independent, local, full‐service investment practice that offers traditional investment services including stocks, municipal and government bonds, mutual funds, college funding 529 plans and IRA accounts. Apex also offers private money managers, stock option financing and for business owners, SEP‐IRA’s, SIMPLE IRA’s, 401(k)’s and Profit Sharing retirement plans. All of the services come with the advice and counsel of respected financial advisors, Eric Soiland (left) and David Roche (right), each with over 30 years of investment experience. As of February 26, 2021, they manage approximately $280 million for individuals and small businesses. Apex Securities also boasts a professional support staff featuring Senior Client Registered Associate Patricia Castro (left) and Client Service Manager Sharlet Briggs (right).
Call and schedule a complimentary portfolio review. Eric and David can be reached at 925‐526‐APEX (2739).