Impact Series HNW Allocations

Impact Series HNW Allocations

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...
Impact Series HNW Allocations

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...