Higher Yields Than Similar Market Instruments. Easy To Understand.

Water Companies make one annual payment direct to the Refund Contract Holder. There is no intermediary. 

Investors seeking long term higher fixed income will choose direct ownership of Refund Contracts.  Direct Ownership is best for Investors that prefer long term income over speculative investing.

Refund Contracts may be sold or transferred at any time. We will charge a 5% fee to place your Refund Contract with a different Investor.

To see a list of Refund Contract examples 

Income received from Refund Contracts held by Apex Income Fund is passed through and paid to the Note Holders. Payments are made to the Note Holder vie ACH, either monthly or quarterly. Principal paid at maturity.

Investors seeking a 3 or 5 year investment term may invest in Notes backed by Water Company Refund Contracts.  Investors may have options to extend the Note at maturity. 

Notes are typically non-transferable except to the Note Holder affiliate. Investors should expect to hold their Note to maturity.

Investors purchasing Apex Income Fund Notes must be an accredited investor.