Partners
Fi360 is a service provider to APEX Advisers providing a full circle approach to investment fiduciary education, practice management, and support. Fi360s practices and resources offer APEX Advisers the tools and resources that are essential as a fiduciary and in assisting fiduciaries in their roles and responsibilities.
CEFEX is an independent global assessment and certification organization. It works closely with investment fiduciaries and industry experts to provide comprehensive assessment programs to improve risk management for institutional and retail investors. CEFEX certification helps determine trustworthiness of investment fiduciaries. APEX Advisers became certified on February 24, 2010. See Press Release pdf.
Elizabeth Barrett, Principal of APEX Advisers is a member of the Financial Planning Association (FPA®). FPA is a valuable resource for information and tools for both consumers and financial professionals who are committed to providing advice in an objective, client-centered and ethical manner.
