Equity Sleeve Fact Sheets

by | Oct 15, 2022 | Equity Research

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 fact sheets on all three are linked below, along with the full presentation covering our approach to managing the sleeves:

 

Aptus Compounders

Aptus Growth

Aptus Value

Equity Sleeve Presentation

 

We produce tons of research on the holdings in each of the sleeves, please ask if you’d like details on any of the offerings.

 

Disclosures

 

These factsheets and commentary offers generalized research, not personalized investment advice. They are for informational purposes only and do not constitute a complete description of our investment services or performance. Nothing in these factsheets and 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.

The companies identified above are examples of holdings and are subject to change without notice. The companies have been selected to help illustrate the adviser’s investment process. A complete list of holdings is available upon request. This information should not be considered a recommendation to purchase or sell any particular security. The securities identified and described do not represent all of the securities purchased, sold, or recommended for client accounts. It should not be assumed that any of the holdings listed have been or will be profitable, or that investment recommendations or decisions we make in the future will be profitable. Recommendations made in the last 12 months are available upon request. Please refer to the disclosures at the end of this document.

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, AL. ACA-2205-4.

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