Apogee Tactical

Overview

Apogee Tactical is a small, individual-owned advisory firm organized as a limited liability company that provides discretionary portfolio management to individuals, families and small businesses. The firm charges a percentage-of-AUM fee and runs concentrated advisory relationships rather than operating as a multi-state or institutional consultant. Investment activity centers on public equities, with the firm expressing a clear preference for exchange-traded securities as the primary vehicle for client portfolios. Apogee Tactical does not position itself as an active ESG investor and focuses its advisory work on bespoke portfolio management rather than broader pension or institutional consulting services.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices