Portfolios that are built for today’s market with ease of implementation through Schwab’s Model Market Center™.
Aptus and Schwab got together to discuss:
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- Portfolio strategies to mitigate the impact of ongoing monetary and fiscal expansion
- Different ways to think about correlation and return drivers
- The benefits of models constructed to both protect and participate
- Inside look at Schwab’s Model Market Center™ powered by iRebal®, showcasing how its model management tools simplify advisors’ workflows
Hope you enjoy, and please send a note to info@apt.us if there’s a particular chart/topic you’d like to see covered. Time to swing it around!
Read the Full Transcript here.
Disclosures
Past performance is not indicative of future results. This material is not financial advice or an offer to sell any product. The information contained herein should not be considered a recommendation to purchase or sell any particular security.
The opinions expressed are those of the Aptus Capital Advisors Investment Team. The opinions referenced are as of the date of publication and are subject to change due to changes in the market or economic conditions and may not necessarily come to pass. Forward-looking statements cannot be guaranteed.
Aptus Capital Advisors, LLC is a Registered Investment Advisor (RIA) registered with the Securities and Exchange Commission and is headquartered in Fairhope, Alabama. Registration does not imply a certain level of skill or training. For more information about our firm, or to receive a copy of our disclosure Form ADV and Privacy Policy call (251) 517-7198. ACA-2511-18.