Independent Advisor Solutions Partners with Apollo for Advisors

Independent Advisor Solutions Forms Partnership with Apollo

Independent Advisor Solutions Inc., a subsidiary of Wellington-Altus Financial Inc. (NASDAQ: APO), is thrilled to unveil their exclusive partnership with Apollo, a well-known leader in alternative assets and retirement solutions. This new collaboration signifies a commitment to empowering advisors with innovative tools and resources that will enhance client engagement and investment outcomes.

Objectives of the Partnership

The main objective of this partnership is to facilitate unparalleled access for Canadian advisors to superior investment strategies, allowing them to offer more value to their clients. Independent Advisor Solutions understands the importance of developing robust relationships with industry experts to help advisors navigate the complexities of investment management.

Launching the MiBLOX Fund

As part of this exciting partnership, Independent Advisor Solutions plans to introduce a new fund called "MiBLOX" in early 2025. This fund will provide Canadian investors exclusive retail access to Apollo Aligned Alternatives (AAA). The aim is to create diversified exposure to private market investments, enhancing the portfolio options for advisors and their clients.

Supporting Advisors with Thoughtful Resources

Jon Kilfoyle, President of Independent Advisor Solutions, expressed the company’s mission: "Our goal is to empower advisor portfolios and their personal brands with support from meticulously vetted managers who excel in their fields." This demonstrates the firm's relentless commitment to being a reliable partner for both advisors and clients as they pursue growth and wealth management strategies.

Commitment to Client-Centric Solutions

Stephanie Drescher, Partner and Chief Client and Product Development Officer at Apollo, echoed this sentiment, stating, "We're delighted to join forces with Independent Advisor Solutions as we expand access to Apollo’s investment platform. We aim to provide institutional-quality private investments tailored to individual needs, reinforcing our commitment to advisors and their clients.”

Elevating Canadian Advisors

Independent Advisor Solutions is dedicated to bridging the gap in the Canadian financial services market by offering unique solutions that set advisors apart. Their collaboration with Apollo is just one of several strategic partnerships aimed at providing world-class expertise and resources, helping advisors elevate their practices to new heights.

About Independent Advisor Solutions Inc.

Independent Advisor Solutions Inc. specializes in offering tailored solutions for advisors, including sub-advisory oversight over multi-asset model portfolios (MiMODEL) and providing access to exclusive investment funds such as MiBLOX and MiFUND. The company is positioned to deliver exceptional resources that enhance advisor-client relationships.

About Wellington-Altus Financial Inc.

Founded in 2017, Wellington-Altus Financial Inc. is the parent organization of several entities, including Independent Advisor Solutions and Wellington-Altus Private Wealth Inc. With over $35 billion in assets under administration, the firm has established a remarkable reputation within Canada's financial industry, making it one of the best-managed companies in the country.

Frequently Asked Questions

What is the main goal of the partnership between Independent Advisor Solutions and Apollo?

The primary goal is to empower Canadian advisors by providing them with access to exceptional investment strategies and resources focused on enhancing client outcomes.

What will the MiBLOX fund provide for investors?

The MiBLOX fund will offer exclusive retail access to Apollo Aligned Alternatives, aiming to broaden exposure to private market investments.

Who is Jon Kilfoyle?

Jon Kilfoyle is the President of Independent Advisor Solutions and plays a vital role in advancing the firm's mission to support advisors in managing portfolios effectively.

What other partnerships has Independent Advisor Solutions formed?

In addition to Apollo, Independent Advisor Solutions has forged collaborations with leading firms like BlackRock and Goldman Sachs to enhance their service offerings.

How does Wellington-Altus Financial Inc. support Independent Advisor Solutions?

Wellington-Altus Financial Inc. provides the foundational support and resources necessary for Independent Advisor Solutions to thrive and deliver specialized solutions to advisors.

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