Apollo Wealth Solutions

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Private Markets Without the Complexity

Apollo Wealth Solutions is not a single product or strategy. It’s a comprehensive platform built to serve as the connective tissue between your clients’ needs and Apollo’s deep expertise in private markets, structuring, and technology enabling you to deliver more value and drive growth.
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
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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
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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
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Turning Insight into Advantage

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.

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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
Download Fact Card

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.

  1. 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.
Download Fact Card

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.

  1. 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.
Download Fact Card

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.

  1. 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.
Download Fact Card

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.

  1. 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.

 

Our Partners

With more than $1 billion invested in the WealthTech ecosystem, our commitment goes beyond tech enablement, extending to the delivery of practical, innovative guidance and solutions that ensure a frictionless experience for advisors and their clients. With our partners, we are working to reduce the hurdles beyond initial investment in private markets to ongoing portfolio management in the context of a total portfolio.
Apollo Wealth Solutions are available through various firms and platforms —equipped with intuitive tools and hands-on support to help you access curated model portfolios and transition your assets with confidence. 

Resources for You and Your Clients

In addition to streamlined portfolio construction and implementation, Apollo provides educational resources and insights to keep you informed on market trends and help facilitate client dialogue.
Apollo Academy

Designed specifically for the financial professional community, Apollo Academy is a place for learning, engaging and sharing knowledge about all things related to investing in alternatives.

Beyond 60/40: Private Assets in an Era of High Public Valuations

A combination of elevated public stock and bond valuations, recalcitrant inflation, and higher-for-longer interest rates could be creating new challenges for 60/40 portfolios and an attractive entry point to private markets.

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Mid-Year Credit Outlook: Navigating the Crosswinds

Resilient fundamentals and robust technicals drove credit performance in the first half of 2025. Despite tariff headlines, geopolitical tensions, and policy volatility, credit held firm. Solid fundamentals, strong demand, and limited new supply helped anchor spreads. We expect these supportive dynamics to persist through year-end.

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