Advisor

Aptus partners with advisors to simplify and streamline portfolio management giving you more freedom to focus on your business and your most valuable assets – time and relationships.  Aptus provides a suite of model portfolios customized to your practice. Growth of your practice and efficiency of your operations are the objectives.

We offer the models for FREE – yes, for FREE.

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Direct Access

Leverage a team of ETF experts as your own back office to help build, educate, and maintain portfolios for the benefit of your clients. Incorporate appropriate use of the lower cost and tax efficient structure ETFs provide.

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Streamline Operations

This is portfolio management on autopilot to create efficiencies in multiple facets of your business. Focus your time on what you do best.

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A Process that Resonates

Match risk tolerance and risk capacity with a model that fits your client’s needs. Our models include risk management built for the unknown. How we view and address risk is built for the real-world client.

Did we mention we provide these models at no cost?
TO LEARN MORE ABOUT OUR MODELS AND HOW WE PARTNER WITH ADVISORS, PLEASE COMPLETE THE INFORMATION BELOW