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 cost and complexity of using traditional SMAs, and give clients a complete portfolio solution with accompanying research.
While we can’t share the full sleeves here, we can share a summary of recent trades in the portfolios. Two in, two out in both our Growth and Value sleeves…summary here Nov 2021 Holdings Update
We’d be happy to discuss how you might include these solutions in your lineup, just send us a note at [email protected] and we can set up a call with one of our CFAs. We have 6 on our team, don’t be afraid to put ’em to work!
More complete presentation on the process here: Aptus Equity Sleeve Presentation
Past performance is not indicative of future results. This material is not financial advice or an offer to sell any product. The information contained herein should not be considered a recommendation to purchase or sell any particular security. Forward looking statements cannot be guaranteed.
This commentary offers generalized research, not personalized investment advice. It is for informational purposes only and does not constitute a complete description of our investment services or performance. Nothing in this commentary should be interpreted to state or imply that past results are an indication of future investment returns. All investments involve risk and unless otherwise stated, are not guaranteed. Be sure to consult with an investment & tax professional before implementing any investment strategy. Investing involves risk. Principal loss is possible.
Advisory services offered through Aptus Capital Advisors, LLC, a Registered Investment Adviser registered with the Securities and Exchange Commission. Registration does not imply a certain level or skill or training. More information about the advisor, its investment strategies and objectives, is included in the firm’s Form ADV Part 2, which can be obtained, at no charge, by calling (251) 517-7198. Aptus Capital Advisors, LLC is headquartered in Fairhope, Alabama. ACA-2112-7.