Model Portfolio Service
Open architecture design that incorporates multiple ETF providers. We seek the needed asset class exposure and use our ETF expertise to find the highest quality funds to build a portfolio.
Aptus’ model subscription service is free. It’s differentiated access to traditional market exposures without the extra layer of fees. Professional, low cost total portfolio solutions made easy.
Diversified Risk Management
Investment solutions that deliver market exposure designed to dynamically manage downside risk. The optimal portfolio takes into account risk, return, and the importance of investor behavior, a belief that’s the foundation of Aptus’ model service.
Target Allocation Models
Solutions that assist advisors in determining appropriate allocations based on risk tolerance and risk capacity. Five target allocation models built with low cost, unique exposures to needed asset classes, and embedded risk management.