Apogee Tactical

Apogee Trading, LLC provides ongoing portfolio management to individual and high‑net‑worth clients, offering both discretionary and non‑discretionary services and preparing an Investment Policy Statement tailored to each client's goals, tax situation, and risk tolerance. The firm advises across a broad set of instruments—including mutual funds, equities, ETFs (including precious‑metal ETFs), fixed income, REITs, commodities and non‑U.S. securities—and does not impose an account minimum.

The firm combines charting, fundamental, technical and quantitative analysis and applies modern portfolio theory alongside active trading strategies, including long‑ and short‑term trades, short sales, margin transactions and options (including spreading and uncovered positions). It generally seeks discretionary authority, documents client risk tolerance in an IPS, reviews accounts at least monthly, and provides monthly custodian statements and quarterly written reports.

Compared with many peers, Apogee Trading requires clients to use Interactive Brokers LLC and Equity Trust Company rather than permitting client‑directed custodians, discloses that it may accept research or other soft‑dollar benefits from custodians, and does not aggregate (“block”) trades for multiple clients. The firm also states it will not accept client‑imposed investment restrictions based on values or beliefs and manages a limited number of client accounts while employing strategies that can carry elevated risk.