Apollo Wealth Solutions
Portfolio Analysis
Our Portfolio Analysis Group works alongside you as a thought partner, offering tailored guidance to help you deliver greater value to your clients through:
- Portfolio analysis and risk/return insights
- Optimized portfolios that integrate private markets and are better aligned to client goals and objectives
- Ongoing monitoring to ensure portfolios stay optimized over time
Private Investments
Apollo’s platform offers flexible private investment building blocks across asset classes and structures to optimize client outcomes, including:
- An array of institutional-grade evergreen strategies
- From turnkey models to custom solutions like SMAs, Funds-of-One, and interval funds
- Optimized structures such as tax-advantaged vehicles, levered share classes, and fund-level financing
Frictionless Implementation
Designed to integrate with your systems and evolve with both client and firm needs, options include:
- Specialized platforms from open-architecture Alts marketplaces to managed accounts for core and custom model portfolio delivery
- Comprehensive consolidated reporting with integrated look-through insights
- Dedicated client service teams to support you every step of the way
Apollo's Portfolio Analysis Group provides one-on-one support to help advisors improve client outcomes, strengthen trust, and differentiate their practice with institutional-grade insights on asset allocation, portfolio construction, and the evolution of public and private markets.
Services include:
Portfolio diagnostics & optimization
Assessing the impact of private market strategies on return, risk, efficiency, liquidity, and portfolio resilience
Scenario & stress testing
Preparing portfolios for a range of market conditions
Ongoing management
Rebalancing and performance monitoring to stay on track
Liquidity analysis
Support for cash flow planning and rebalancing needs
Contact Us
The Portfolio Analysis Group can help you assess the right implementation option for your firm – whether that is on a discretionary basis, self-directed, or via third-party, tech-enabled TAMP.
To schedule a portfolio strategy session, please reach out to your Apollo Sales contact or submit the form below.
Explore Our Model Portfolios
Access institutional grade private investments tailored for the wealth market, with flexible investment structures from turnkey models to bespoke solutions, and tax efficient strategies using insurance wrappers and innovative portfolio vehicles.
Select a portfolio to view the corresponding fact card, target allocation(1), and fund composition.
- Credit Model Portfolio
- Equity Model Portfolio
- Real Assets Model Portfolio
- Diversified Private Markets Model Portfolio
Credit Model Portfolio
- Credit Model Portfolio
- Equity Model Portfolio
- Real Assets Model Portfolio
- Diversified Private Markets Model Portfolio
This fact card is directed only to financial advisors or other investment professionals and is not intended for the general public. By downloading this fact card, I acknowledge that I am a financial advisor or investment professional.
- Target allocations contained herein are subject to a variety of factors, including Apollo’s analysts of investment opportunities, and are subject to change at any time without notice. There is no assurance that the target allocations will be achieved, and actual allocations may be significantly different than that shown here.
This fact card is directed only to financial advisors or other investment professionals and is not intended for the general public. By downloading this fact card, I acknowledge that I am a financial advisor or investment professional.
- Target allocations contained herein are subject to a variety of factors, including Apollo’s analysts of investment opportunities, and are subject to change at any time without notice. There is no assurance that the target allocations will be achieved, and actual allocations may be significantly different than that shown here.
This fact card is directed only to financial advisors or other investment professionals and is not intended for the general public. By downloading this fact card, I acknowledge that I am a financial advisor or investment professional.
- Target allocations contained herein are subject to a variety of factors, including Apollo’s analysts of investment opportunities, and are subject to change at any time without notice. There is no assurance that the target allocations will be achieved, and actual allocations may be significantly different than that shown here.
This fact card is directed only to financial advisors or other investment professionals and is not intended for the general public. By downloading this fact card, I acknowledge that I am a financial advisor or investment professional.
- Target allocations contained herein are subject to a variety of factors, including Apollo’s analysts of investment opportunities, and are subject to change at any time without notice. There is no assurance that the target allocations will be achieved, and actual allocations may be significantly different than that shown here.
