ADIFO™ has several supportive alliances to its business; we are particularly proud to have two key relationships that define what a true partnership is: Apollon Wealth Management and Merchant Investment Management each bring their respective strengths to ADIFO™ .
Our Partners
Apollon Wealth Management (“Apollon”) has relationships with a wide variety of platform and service providers that add value for our client and family relationships. More importantly, ADIFO’s ™ investment advisory services are offered through Apollon, providing our compliance, investment advisory management oversight and administrative and back-office functionalities. As a result, ADIFO ™ can focus on delivering a comprehensive investment advisory service offering to our clients. Our time and resources are focused on serving clients. This highly collaborative relationship provides organic and inorganic growth opportunities for ADIFO ™. Apollon has offices throughout the United States.
Merchant Investment Management (“Merchant”) is a private partnership providing growth capital, management resources, strategic opportunities, and direction to independent financial services companies, particularly those focused on wealth and asset management. Merchant, through its affiliates are a minority owner of ADIFO TM.
The Merchant management team brings decades of experience and resources having held senior leadership roles with key global financial services firms, including Apollo Global Management, Goldman Sachs, Eton Park Capital, Skybridge Capital, Focus Financial Partners, Dynasty Financial Partners, and Purshe Kaplan Sterling Investments.
