A holistic approach
For your unique portfolio

A holistic approach for your unique portfolio

How we work with you is a dynamic, team-based endeavor. That’s because working with you extends beyond the management of your portfolio – it encompasses your financial needs for your lifetime and throughout all stages of your institution.

In that regard, we believe that to be most effective, our process should include you, relevant members of your family or institution, our team, select professionals at Apollon Wealth, and outside professionals where appropriate.

Our team has access to a variety of professionals employed by Apollon Wealth who provide meaningful insight into our process as we work with you in all four stages of our planning process.

UNDERSTAND

We use a variety of tools including questionnaires and interviews to understand your personal goals or the goals of your institution, current financial situation, investment experience and risk tolerance. In this step, we make you fully aware of our capabilities and provide educational support to assist our clients in understanding the scope of services we offer to help you meet your objectives.

DESIGN

Our team analyzes the information you share with us and designs solutions intended to help you or your institution reach your objectives. This step may involve collaboration with other professionals or your existing professionals. We present our recommendations to you, answer your questions, consider alternatives and outline the steps we need to take to implement your plan.

IMPLEMENT

In this step, we execute your customized strategy using the extensive tools available to us through Apollon Wealth. This involves the selection of specific account types, investment products and optional services; we then complete the necessary paperwork in a coordinated approach.

MANAGE

Once implemented, we continually monitor the progress of our recommendations relative to your defined objectives and suggest changes where needed. A key to this step is your involvement in the process and communication of any significant changes in your life or your institution’s goals. We accomplish this by providing ongoing reporting of your account activity and by conducting periodic reviews with you or you and your institution’s investment committee.