Shared CIO
A Support System Like No OtherThe actual asset owner is getting extra eyes on their portfolio, and their advisor is getting time back in their day to do what they love – give personalized financial advice.
It’s a unique partnership, enhancing the advisor’s delivery model and reducing fees. For all the buzz about model portfolios and outsourcing, our conversations with advisors revealed an incomplete and expensive set of “solutions” for advisors.
Partnerships Built for Peace of Mind
Our proprietary system, Aptus Engine, empowers advisors to fully engage with their assets, all in one place.
Watch the demo for a glance at what Aptus Engine can do for you.
Interested in how our Shared CIO can help your firm?
A Path to
Collaborative Success
A Path to Collaborative Success
Our job is to give you explicit support for important client concerns
Performance
Clients eat compounded returns and not risk-adjusted returns. We strive to maximize performance while managing both drawdown and longevity risk. Each partner will receive regular performance updates through their econ dashboard.
Risk Management
We seek to minimize negative outcomes by performing “better in the tails.” We do this by focusing on two key factors: drawdown and longevity risk. Simply put, there is upside in less downside, and we need to balance that with the risk of insufficient returns.
Taxes
Taxes can significantly impact any plan. We believe in being tax-aware when making portfolio changes and minimizing unnecessary trading. From trading support to tax transitions, we collaborate closely to optimize clients’ tax outcomes.
Communication
We believe the best strategy is the one a client can stick with. Clear, concise language is designed to make sure all parties are comfortable with the process behind the performance.
Cost
Fees can turn a good strategy into a bad one. Our services are designed to maximize the advisor’s value to the client by building in low-cost exposure, reduced trading, and minimal tax drag.
Partnerships Built for Peace of Mind
Learn how our Shared CIO can help your firm.
As part of your Shared CIO experience, you’ll have access to our Aptus PM team’s insights and expertise.
Market Outlook 2025
The team from Aptus Capital Advisors discussed the firm’s outlook for 2025, including their views on the economy, markets, and investment strategy.
Quarterly Update Q3 2024
Access the Quarterly Chartbook and view the Quarterly Webinar.
Asset Allocation Framework
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