About the Firm
Built on Conviction. Measured in Decades.
Apex Capital Associates was founded on a simple premise: that exceptional wealth management requires independence, intellectual rigour, and a genuine alignment of interests between advisor and client.
Our Story
A firm built differently from the start.
Apex Capital Associates was established to serve a specific kind of client — one who has built significant wealth and demands more than a product-driven relationship. From the outset, we structured the firm as a fee-only fiduciary, with no proprietary products, no commissions, and no conflicts of interest.
Over the years, we have grown deliberately — accepting only clients whose objectives align with our investment philosophy and whose complexity we can serve with genuine depth. We have never prioritised scale over quality of service.
Today, we manage capital for a select group of high-net-worth individuals, multigenerational families, and private foundations. Our client relationships are long-term by design — the average tenure exceeds twelve years.
Investment Philosophy
Capital preservation first. Growth through discipline.
Asymmetric Risk Management
We focus first on what can go wrong. Every portfolio is stress-tested against adverse scenarios before we consider upside potential. Protecting capital in difficult markets is the foundation of long-term compounding.
Long-Term Orientation
We measure success in years and decades, not quarters. This allows us to take advantage of short-term dislocations that shorter-horizon investors are forced to avoid, and to hold positions long enough for fundamental value to be realised.
Concentrated Conviction
We do not believe in diversification for its own sake. Our portfolios reflect genuine conviction — a smaller number of high-quality positions, each understood in depth, rather than a broad index-like spread.
Tax Awareness Throughout
Investment decisions are never made in isolation from their tax consequences. We integrate tax planning into every aspect of portfolio construction and management, with the goal of maximising after-tax, after-fee returns.
Leadership
The partners.
James Harrington
Founder & Managing Partner
James founded Apex Capital Associates after two decades at leading institutional investment firms. He holds an MBA from Wharton and is a CFA charterholder. He oversees the firm's investment committee and leads relationships with the firm's founding clients.
Catherine Voss
Partner, Wealth Planning
Catherine leads the firm's wealth planning practice, with particular expertise in estate structuring, trust advisory, and multigenerational wealth transfer. She previously served as a senior advisor at a major private bank for fifteen years.
Marcus Osei
Partner, Portfolio Management
Marcus oversees portfolio construction and alternative investment allocation. He brings deep experience in private equity and hedge fund due diligence, having previously managed a $2B alternatives programme at a sovereign wealth fund.
What We Stand For
Our commitments.
Independence
We are owned by our partners, not a bank or asset manager. Our only obligation is to our clients.
Transparency
We report clearly on fees, performance, and portfolio positioning. No surprises, no obfuscation.
Selectivity
We accept a limited number of new clients each year to ensure every relationship receives the attention it deserves.
Next Step
Meet the Team
We welcome the opportunity to introduce ourselves and learn about your objectives. Initial conversations are confidential and carry no obligation.
Request an Introduction