by Aptus PM Team | Oct 23, 2026 | Charts
Our team looks at a lot of research throughout the day. Here are a handful of charts we think are good summations of investor activity, from the money growth behind record earnings and a productivity breakout, to an AI buildout bigger than the railroads, its funding...
by Aptus PM Team | Oct 20, 2026 | Rebalance Rationales
Impact Series Rebalance Rationale Impact Series HNW Rebalance Rationale Over the next few weeks, you’ll notice a repositioning within Aptus’ Preserve and Conservative portfolios. You’ll also see changes in our high-net-worth stock + ETF portfolios. Our...
by Aptus PM Team | Oct 20, 2026 | Fact Sheets, Most Read
Multi-manager portfolios designed to help clients stay invested through the ups & downs of market cycles. The HNW models build around ETFs but include a sleeve of 15 equities that we believe can add both compounding and tax harvesting opportunities. Aptus Impact...
by Aptus PM Team | Oct 20, 2026 | Fact Sheets, Most Read
Multi-manager portfolios designed to help clients stay invested through the ups & downs of market cycles Aptus Impact Series ETF Composite Fact Sheet
by Aptus PM Team | Oct 16, 2026 | Charts
Our team looks at a lot of research throughout the day. Here are a handful of charts we think are good summations of investor activity, from a four-year bull market built on growing profits, to buybacks returning just as earnings season and midterm seasonality kick...
