Elevating Families Through Their Greatest Chapters
Beyond Traditional, Beyond Ordinary
We construct optimized portfolios that deliver long-term principal growth while safeguarding against market volatility through strategic allocations across private equity, venture capital, real estate, hedge funds, and specialized investments. Our comprehensive research process balances growth objectives with capital preservation, employing measured portfolio adjustments to capture incremental returns within our disciplined investment framework.
Epogee (EH-puh-jee)
Epoch: A distinct period of significance and growth in one’s life.
Apogee: The culmination of all one’s endeavors.
Epogee was crafted to define a significant period in the lives of our clients’ families, during which they can achieve outstanding accomplishments – both financially and personally – reaching their highest potential. Epogee Capital Management aspires to play a significant role in that success.
Disciplined Underwriting & Asymmetrical Risk/Reward
We tirelessly strive to provide added value to each and every client. We share a common vision with our partners, professional staff, and member families in dedication to the highest level of ethical service and maximal results. This approach is anchored by the premise that our objectives are driven by your needs.
Generating Alpha From Alternatives
Epogee Capital provides family offices with tailored solutions to meet their wealth and well-being needs, with clarity and objectivity. With a proven track record in alternative investments, Epogee utilizes a collaborative and inventive approach to wealth management through the utilization of hedge funds, private equity, real estate, and other alternative investments.
Unbiased and Uncompromising Integrity
We tirelessly strive to provide added value to each and every client. We share a common vision with our partners, professional staff, and member families in dedication to the highest level of ethical service and maximal results. This approach is anchored by the premise that our objectives are driven by your needs.