Maximize Your Wealth Strategies
At Apollo Trust, we offer you an experienced team of financial professionals to serve your personal financial needs. Our team includes the service and guidance of John Kinney, a registered representative with Infinex Investments, Inc., who is located onsite.
Together, we can help you form a comprehensive Wealth Management plan. Along with our reputation for personalized service and financial expertise, the solutions we provide through Infinex can help maximize your wealth and financial well-being.
Wealth Management Services Available Through Infinex:
Count on Experience, Trust Our Expertise
Investment services offered through our trusted partner, Infinex, will focus on your personal needs. The process starts with listening and understanding your goals, and risk tolerance. Complex and often changing laws also emphasize the need for specialized experience. John Kinney, Financial Advisor with over 30 years of experience, can help tailor your personal strategy.
Accountability – As your trusted financial partner, we provide the guidance, advice, and oversight you need to make sound decisions for your goals and objectives.
Cost-Effective –Investment strategies are designed to maximize your gains and potential returns, minimize tax obligations*, and reduce expenses – for greater earnings.
Consistency – Particularly in the case of a Trust, your directives may need to be carried out for an extended period. Apollo Trust provides a full service Estate Planning and Trust Department, and can assist you for the length of service necessary to ensure your wishes are carried out.
Expertise – We can consolidate, organize, and help you manage assets according to your wishes. For added convenience, we also provide record keeping, financial reporting, and cash management services.
*We do not provide tax advice. Consult your tax advisor.
Infinex Located at Apollo Trust
Disclosure Information — Important — Please Review
Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. Infinex and the bank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value. NOT FDIC-INSURED. NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY. NOT GUARANTEED BY THE BANK. MAY GO DOWN IN VALUE.
Wealth Management Services Are Also Available Through Our Trust Department:
Professionally Managed Investment Accounts
With an Investment Management Account, our Trust Department can assist you to establish an appropriate investment strategy. Together, we will evaluate your investment goals and risk tolerance in order to develop a suitable objective for your investment account. Through our partnership with a professional investment management firm, Wright Investors’ Service, we are able to offer customized account management that is appropriate for your needs. We can offer a Multiple Solutions Asset Allocation Program, or a Professionally Managed Investment Account utilizing separate securities.
A Disciplined Approach
Whether your investment style is conservative or aggressive, or like most investors falls somewhere in-between, asset allocation programs offer solutions tailored to help meet your investment objective. The process goes through developing your investor profile, establishing an account objective, implementing an appropriate strategy, and performing ongoing reviews and management of your portfolio. Accounts we offer include:
- Trust Accounts
- Managed Investment Accounts
- Individual Retirement Accounts
- Financial Power of Attorney
- Escrow Agent