Equity Sleeve Fact Sheets

Equity Sleeve 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...
Equity Sleeve Fact Sheets

Dec 2021: Equity Sleeve Updates

As mentioned in a recent blog post, our managed equity sleeves are showing themselves to be incredibly valuable in helping advisors win new relationships and expand existing ones. The ability to integrate equities into fund portfolios has the potential to reduce the...
Equity Sleeve Fact Sheets

Aptus Compounders : Halftime Report

Our PM team thought an update on the Aptus Compounder Stock Sleeve (15-stocks) made sense, as it has had lower-than-expected turnover thus far in 2021 (only 2 names). But that doesn’t mean we are not spending time on the strategy – in fact, it’s quite the opposite. We...
Equity Research Reports

Equity Research Reports

Our team does serious work on the names we own, summarized briefly here. Quantitative screening is great, but we see it as a first step, mostly to eliminate companies we won’t consider no matter the “value”. We’re sharing an example of one...