Wealth Management
Challenges and Opportunities
At Apollon, The Potomac Group, we understand that the management of wealth is a dynamic process. Wealth comes with uncommon challenges, and also presents incredible opportunities. Our experience enables us to help you understand these potential challenges, and to capitalize on market opportunities.
Through a comprehensive initial review and ongoing dialogue, we develop an understanding of your situation so your portfolio can be consistent with your life goals and objectives.
- Separately Managed Accounts
- Tactical Asset Management
- Concentrated Stock Strategies
- Actively Managed Bond Portfolios
- Mutual Fund Programs
- Exchange Traded Funds
- Tax-Sensitive Strategies
- Structured Notes
- Private Equity**
- Alternative Investments**
- Direct Investments in Real Estate**
Separately Managed Accounts
Separately Managed Accounts (SMAs) are a growing area of the financial services industry. As independent advisors we have access to a wide range of portfolio managers, across the spectrum of assets classes and investment styles. Our process of review and due dilligence allows us to identify the managers and strategies that meet our standards and best suit our clients’ needs. We can then present each client with a single-source solution, or a multiple manager approach. In each case, our approach is driven by the unique situation of each client.
** Clients should carefully consider potential risk with alternative investment products, including careful review of all disclosure documents, private offering memoranda, prospectuses, or other offering materials of the issuer and provided to them by Apollon Wealth and any separate manager or third-party service provider of an alternative investment. Alternative investment offering documents are not reviewed or approved by federal or state regulators. Alternative investments, including private equity funds and direct real estate, involve a high degree of risk, and typically may have limited liquidity. See the Apollon Wealth Alternative Investment Risk Disclosure and the Form ADV Part 2A for additional important disclosures about alternative investment products.
There are risks involved in investing including loss of principal. Account values fluctuate due to market conditions and may be more or less than the original amount invested.
Our Independence Provides More Investment Options
As independent investment managers, we can invest with a variety of managers across many different platforms. The decision of whether to invest in a Separately Managed Account, ETF's, or in a Mutual Fund portfolio is guided by the variables unique to each client situation. Rather than favor one platform over another, we explain the characteristics, benefits and costs to each strategy and work with our clients to select what we believe to be the best approach to help them accomplish their specific goals.