Our Partners

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™ .

As a result, ADIFO™ will be positioned as the Family Office solution of choice for both firms.

Apollon Wealth Management has seamless relationships with a wide variety of platform and service providers that add immense value for our client and family relationships. More importantly, Apollon serves as the SEC Registered Investment Advisor for ADIFO ™ , providing our compliance and complete administrative and back-office functionalities. As a result, ADIFO ™ can focus on delivering a service offering to our clients that is second to none. All of our time and resources are focused on serving clients, not on operations and compliance. This highly collaborative relationship provides organic and inorganic growth opportunities for ADIFO ™. Apollon has offices in Charleston, Charlotte, Chicago, Greenwich, Miami, Portland, Tampa.

Merchant Investment Management 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.

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.