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For Our Clients

Who is SEI?
Click here to view two short videos highlighting how SEI meets the needs of investors from Main Street to Wall Street and how their investment process keeps you on schedule to meet your goals.

Process In Action - The Active Investment Management Process
To learn more about the transparency in SEI's investment management process click here.

Signing up for eStatements (click one of the following):

Apex Capital Management Disclosure Brochure click here

IMPORTANT CONSUMER DISCLOSURE

Apex Capital Management, L.L.C. (Apex), located in Lafayette, Louisiana, is an investment advisory firm registered with the Securities and Exchange Commission. Apex and its representatives are in compliance with current registration and/or filing notice requirements imposed upon Registered Investment Advisors in the State of Louisiana. Apex may only transact business in those states in which it is registered, or qualifies for an exemption or exclusions from registration requirements. Apex’s web site is limited to the dissemination of general information pertaining to its investment advisory and financial planning services. Accordingly, Apex’s web site on the Internet should not be construed by any consumer and/or perspective client as Apex’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Apex with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Apex, please contact the State of Louisiana, Office of Financial Institutions, Securities Division. A copy of Apex's Form ADV Part II, which details its business practices, services offered, and related fees, is available upon request. Apex does not make any representations or warranties as to the accuracy, completeness, or relevance of any information prepared by any unaffiliated third party provider, whether linked to Apex's web site or incorporated herein. All such information is provided solely for convenience purposes only and all users thereof should be guided appropriately.