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...
Aptus Investment Methodology

Aptus Investment Methodology

Drawdown Patrol Investing: Upside Capture Through Downside Protection Our approach is designed to produce what every investor wants, potential for growth and income while defending against their most feared risks. Today’s backdrop requires different thinking; here is...
Aptus Firm Overview

Aptus Services Brochure

Aptus strives to help advisors impact clients, in every way possible. To us, the best business is the one with the happiest clients…it’s our mission to help you deepen the trust and confidence of those relying on your guidance. Download...