A single investment strategy started it. Now it's wealth management.
Podesta Capital Apollon (PCA) was founded on our proprietary equity investment strategy, originally employed by Brian Foley (father and uncle to our founders). That discipline endeavors to find those securities most likely to outperform the market, seeking meaningful risk-adjusted returns. Since then, PCA has partnered with Apollon Wealth Management and Merchant Investment Management to expand our platform of services. As a full-service wealth manager with a robust product and services offering, PCA serves individuals, families and family offices with comprehensive wealth management strategies.
The discipline endeavors to find those securities most likely to outperform the market, seeking predictable returns and never chasing the latest shiny object.
Our focus is
When evaluating your financial situation and opportunities in the financial markets, one of the biggest challenges is sifting through all the clutter. Throughout our comprehensive wealth management service offerings, we take a disciplined, data-driven approach to help our clients achieve their goals.
As investors, we all have biases and our own predictions about the future. Podesta’s goal is to take those biases out of the equation and focus on data. That’s what really matters.
Christopher M. Burke
President & Co-Founder
Podesta Capital Apollon
Our data-driven approach is reshaping wealth management. Reach out to learn how we can serve you.
Advisory Services offered through Podesta Capital Apollon a d/b/a of Apollon Wealth Management, LLC, a registered investment adviser. For information pertaining to the registration status of the firm, please contact us or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov).
No Individual should assume that any information presented or made available on or through this website should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after the engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the firm for further information.
Be sure to consult with an adviser of the firm and/or a tax professional before implementing any strategy discussed herein.
© Podesta Capital Advisors