by Aptus PM Team | Jul 9, 2024 | 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 | Jul 9, 2024 | 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 | Jul 8, 2024 | Equity Research, Fact Sheets
You may or may not know, but our team manages 3 distinct equity sleeves for use with clients. We see these as a wonderful way to help clients who like owning some individual stocks, giving you a path to integrating ETFs and equities into a single portfolio. Latest...
by Aptus PM Team | Jul 5, 2024 | Blog, Charts
Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and the way they fit the unfolding puzzle of evidence: John Luke: The US Treasury Index has shown only one positive reading in the last 41 months. This is a rare...
by Aptus PM Team | Jul 1, 2024 | Appearances, Market Updates
The S&P has hit 31 new all-time highs so far this year, separation between market caps has continued to grow, bonds still haven’t had their rally in a far-from-normal bear market for fixed income, and all this in an election year. During this update, we...
