For Our Clients

Who is SEI?
Click here to view two short videos highlighting how SEI meets the needs of investors from Main Street to Wall Street and how their investment process keeps you on schedule to meet your goals.  

Process In Action - The Active Investment Management Process
To learn more about the transparency in SEI's investment management process click here. 


Review your account information on-line:

Click here for a brochure about SEI Client Connect and instructions to Sign Up to get immeiate access to your account.  Click here to register.         





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


  • Brochure Supplement for Robert Morella click here.

  • Brochure Supplement for Charles Duchamp click here.


Click here for the current Apex Capital Management Privacy Policy.