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Tailoring Your Investments To 2023: Altruist & Aptus

by Aptus PM Team | Mar 9, 2023 | Appearances, Portfolios, Webinar

Clients pay you for financial advice, and ultimately expect results. During this session we will talk through best practices in both overseeing and constructing portfolios through technology and the right support. A confident client sticks to your plan: at Aptus we...
July 2022: Conversation with the Aptus Investment Team

July 2022: Conversation with the Aptus Investment Team

by Derek Hernquist | Aug 1, 2022 | Appearances, Media

  Our PMs spend most of their time on research and portfolio reviews, but I’ve made it a habit to grab 30 minutes to ask what they’ve been seeing. Together with what we’re hearing in conversations with advisors, it’s a great opportunity to tackle the most common...
July 2022: Conversation with the Aptus Investment Team

April 2022: Conversation with the Aptus Investment Team

by Derek Hernquist | Apr 21, 2022 | Appearances

    Our PMs spend a ton of time on research and portfolio reviews, and I’ve made it a habit to grab 30 minutes to ask what they’ve been seeing. Together with what we’re hearing in conversations with advisors, it’s a great opportunity to tackle...
July 2022: Conversation with the Aptus Investment Team

Jan 2022: Conversation with the Aptus Investment Team

by Derek Hernquist | Jan 21, 2022 | Appearances, Media

  Our PMs spend a ton of time on research and portfolio reviews, and I’ve made it a habit to grab 30 minutes to ask what they’ve been seeing. Together with what we’re hearing in conversations with advisors, we figured it’s a great opportunity to...
July 2022: Conversation with the Aptus Investment Team

Oct 2021: Conversation with the Aptus Investment Team

by Derek Hernquist | Oct 20, 2021 | Appearances, Media

  Our PMs spend a ton of time on research and portfolio reviews, and I was lucky enough to grab 30 minutes to ask what they’ve been seeing. Together with what we’re hearing in conversations with advisors, we figured it’s a great opportunity to record and...
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Aptus Capital Advisors

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251.517.7198
265 Young Street Fairhope, AL 36532

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For more information about our firm, or to receive a copy of our disclosure form ADV and Privacy Policy contact us. Thank you for visiting our site. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. Aptus Capital Advisors website and its associated links offer news, commentary,and generalized research, not personalized investment advice. This website is for informational purposes only and does not constitute a complete description of our investment services or performance. Nothing on this website should be interpreted to state or imply that past results are an indication of future All investments involve risk and unless otherwise stated, are not guaranteed. Be sure to consult with a tax professional before implementing any investment strategy. Aptus Capital Advisors 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.