SEI Client Portal

To View Your Account Information On-Line at SEI-Connect.com CLICK HERE.

Please note: if you are still using AccessMyPortfolio to view your accounts, please contact our office for instructions for SEI Connect.  Access My Portfolio will be retired later in 2024.  

Regulatory Disclosures

To view the current Apex Capital Management Disclosure Brochure click here,

A Relationship Summary can viewed here.  

To view Brochure Supplements for our Advisors, click the name:  

• Robert Morella

• Charles Duchamp

• Jo Ellen Kearny

• Stephen Morella

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