For our Q2 update, you are joined by the Aptus Portfolio Team in our latest webinar: Managing Risk in Today’s Market
Speakers:
- JD Gardner, CFA Founder/CIO
- John Luke Tyner, CFA Fixed Income Analyst/PM
- David Wagner III, CFA Equity Analyst/PM
- Derek Hernquist Strategic Partnerships
Key topics covered:
- Current Market Headwinds Impact on Portfolios
- Asset Class/Sector Update
- Future of the Fixed Income Allocation
Full video and presentation below:
The opinions expressed during this call are those are the Aptus Capital Advisors investment committee and are subject to change without notice. This material is not financial advice or any offer to sell any product. Forward looking statements are not guaranteed. Aptus reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs. And more information about Aptus’ investment advisory service can be found in its form ADV Part 2, which is available upon request.
Disclosures
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Aptus Capital Advisors, LLC is a Registered Investment Advisor (RIA) registered with the Securities and Exchange Commission and is headquartered in Fairhope, Alabama. 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.
Chartered Financial Analyst® (CFA®) are licensed by the CFA® Institute to use the CFA® mark. CFA® certification requirements: Hold a bachelor’s degree from an accredited institution or have equivalent education or work experience, successful completion of all three exam levels of the CFA® Program, have 48 months of acceptable professional work experience in the investment decision-making process, fulfill society requirements, which vary by society. Unless you are upgrading from affiliate membership, all societies require two sponsor statements as part of each application; these are submitted online by your sponsors.
ACA-2206-26.
