Apogee Investment Management

Overview

Apogee Investment Management is an independent registered investment adviser organized as a limited liability company and operating under an individual ownership structure. The firm focuses on advisory work for individual and family clients as well as institutional and business clients, offering financial planning and portfolio management services for individuals, small businesses and institutions. Fee arrangements include a percentage-of-AUM component alongside fixed-fee engagements. Investment activity is equity-centered: the firm shows a clear preference for exchange-traded equities to implement portfolios, and uses those liquid instruments as the backbone of client accounts. Apogee supplements equity exposure with income and diversification tools — including corporate debt and annuities — and allocates to third-party alternative managers for exposure to real assets and commodity-related strategies. The firm is not flagged as an active ESG investor and it is not structured as a multi-state adviser or capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices