Apex Capital Management (ACM) offers investment management services, focusing on positive returns with lower volatility than traditional markets. ACM uses a combination of investments in separately managed accounts (SMAs). ACM also provides advice on third-party asset managers, assisting clients in identifying investment objectives and matching them with suitable managers. ACM reviews the performance of investment managers and makes recommendations to clients when changes are needed.
Fee Structure
Apex Capital Management (ACM) directly manages client accounts and charges a management fee based on the average daily value of the assets under management. This fee ranges from 0% to 2% annually, paid quarterly. ACM also oversees accounts managed by third-party asset managers (TPAMs), where the total fee ranges from 1% to 2%, and ACM's co-management fee ranges from 0% to 90% of the total fee.