How it works

Four steps.
Then you're done.

Apex runs institutional-grade research across global markets. You deposit, set your risk level, and stay informed as the system works.

STEP 01↓

Deposit

Connect your US bank account and fund your portfolio. $1,000 minimum. Funds are held at Interactive Brokers, a SIPC-member custodian.

STEP 02

Strategy

Choose your risk profile: Conservative, Balanced, or Growth. The model adapts its allocation and position sizing to your selection.

STEP 03∞

Apex monitors 24/7

The research system tracks all active markets continuously — equities during market hours, crypto and other assets around the clock. Apex acts when its conditions are met.

STEP 04↑

Withdraw anytime

No lock-up periods. No redemption windows. Request a withdrawal at any time; typically settled within 1–3 business days.

Why it's different

Not a robo-advisor.
Not a hedge fund.

Traditional robo-advisors hold static index fund portfolios and charge management fees regardless of performance. Traditional hedge funds require accredited investors, lock-up periods, and charge 2% management + 20% performance. We do neither.

Traditional Robo-Advisor
  • ·Passive index funds
  • ·Charges 0.25% AUM regardless of returns
  • ·No downside protection
  • ·Limited asset classes
  • ·No dynamic rebalancing
Typical Hedge Fund
  • ·2% management fee + 20% of profits
  • ·$1M+ minimum investment
  • ·12-month+ lock-up periods
  • ·Opaque strategy
  • ·Accredited investors only
Invest AI
  • 0% management fee
  • 25% of profits only
  • No lock-ups
  • Transparent AI reasoning
  • $1,000 minimum
Attribution

Your returns, decomposed.

Every return has a source. Our dashboard shows you exactly where your performance came from: which model contributions, which market factors, which timing decisions.

Example return attribution (simulated)
Momentum signals
+34.2%
Sector rotation
+18.6%
Macro regime timing
+15.3%
Cash & hedge allocation
+10.3%
Simulated attribution for illustrative purposes only. Actual attribution will vary. Past simulated performance is not indicative of future results.
The AI model

Mathematical models.
Not guesses.

We use mathematical and statistical models to identify patterns in price, volume, and macro data across multiple asset classes. The model operates on a defined research-to-execution pipeline: candidate strategies are generated, rigorously validated, and only deployed when they meet strict out-of-sample performance criteria.

Every active position is monitored in real time. When a strategy's edge shows signs of decay or when market conditions shift, the system automatically reduces or exits the position.

We intentionally do not disclose specific signal types, thresholds, or strategy mechanics. This is standard practice in systematic trading. Our edge is in the research process, not a single formula.

Research

Continuous edge discovery across all asset classes.

Validation

Rigorous out-of-sample and walk-forward testing.

Deployment

Only statistically robust strategies reach live capital.

Monitoring

Real-time decay detection and automatic position management.

Important. Past performance does not guarantee future results. Hypothetical projections are not indicative of actual returns. All investing involves risk, including loss of principal. Performance figures reflect simulated results of our model and do not represent actual investor returns.

Ready to get started?

Join the waitlist for early access when we open to accredited investors.

Join waitlist →View performance