by Aptus PM Team | Dec 19, 2022 | Market Updates, Most Read
“O Muse!, Sing in me, and through me, tell the story, Of that skilled investor, in all ways of contending, An asset allocation, searching for alpha years on end…” An Invocation of Muse serves as a prologue of events to come, or an outlook in this case,...
by Aptus PM Team | Nov 8, 2022 | Most Read, Rebalance Rationales
“What a year it has been” is an understatement for the performance of both risk and conservative assets so far in 2022. In 301 years, we are looking at the 4th worst return ever for government bonds through September. Source: BAML. As of 09/30/22 It has...
by Aptus PM Team | Jul 1, 2022 | Most Read, Process Papers
ACA specializes in risk-mitigated investing, focused on helping advisors create more confident clients. Read more about us here: Aptus Firm Overview
by JD Gardner | Apr 6, 2022 | Market Updates, Most Read
Last month we focused on the Delta of an option and how that relates to our portfolios and strategies. It was a simplified explanation of answering the questions around how and when of the effectiveness of the hedges we deploy. This month, we add to the answer by...
by JD Gardner | Mar 2, 2022 | Market Updates, Most Read
Our experience in the options market is what underpins our investment process. Options are the vehicle to inject ownership of volatility, and it’s this ownership that allows our allocations to shift away from bonds and towards stocks. In our view, this can...
by JD Gardner | May 4, 2021 | Market Updates, Most Read
Aptus has six team members that are former collegiate basketball players and two that went on to play professionally. That is almost 50% of our roster. This shared background creates a competitive culture and basketball analogies as a go-to for simplifying the...
