Will my investment strategy change with Apollon?

In short, yes. Updates to your investment strategy will be customized through conversations with your Wealth Advisor. Being on the Apollon platform offers access to a number of new investment strategies, and our priority is to make sure your investments are still aligned with your financial goals, risk/reward appetite, time horizon, and best interests. Your Wealth Advisor will work with you one-on-one to optimize your investment strategy, including new tactics for managing tax implications for your taxable accounts.

That’s our fiduciary promise to you, because at the end of the day, the goal remains the same: to potentially grow and compound your returns over time.