June 2022: Managing Risk in Today’s Market

by | Jul 5, 2022 | Appearances, Webinar

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

 

This information is for investment adviser use only and should not be distributed to any other parties.

The commentary included in this post is for informational purposes only and the opinions, viewpoints, and analysis expressed herein are those solely of Aptus Capital Advisors’ employees, and do not necessarily reflect the services or performance results of Aptus Capital Advisors. It is for informational purposes only and does not constitute a complete description of our investment services or performance. Nothing in this post should be interpreted to state or imply that past results are an indication of future investment returns. Investing involves risk including the potential loss of principal. This material is not financial advice or an offer to sell any product. The actual characteristics with respect to any particular client account will vary based on a number of factors including but not limited to: (i) the size of the account; (ii) investment restrictions applicable to the account, if any; and (iii) market exigencies at the time of investment. Aptus Capital Advisors, Inc. reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs. This post may contain certain information that constitutes “forward-looking statements” which can be identified by the use of forward-looking terminology such as “may,” “expect,” “will,” “hope,” “forecast,” “intend,” “target,” “believe,” and/or comparable terminology. No assurance, representation, or warranty is made by any person that any of Aptus’s assumptions, expectations, objectives, and/or goals will be achieved. Nothing contained in this post may be relied upon as a guarantee, promise, assurance, or representation as to the future.

This is not a recommendation to buy or sell a particular security. There is no assurance that any securities discussed herein will remain in an account’s portfolio at the time you receive this report or that securities sold have not been repurchased. The securities discussed may not represent an account’s entire portfolio and in the aggregate may represent only a small percentage of an account’s portfolio holdings. It should not be assumed that any of the securities transactions, holdings or sectors discussed were or will prove to be profitable, or that the investment recommendations or decisions we make in the future will be profitable or will equal the investment performance of the securities discussed herein. Information was obtained from third party sources which we believe to be reliable but are not guaranteed as to their accuracy or completeness. Aptus reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs.  Be sure to consult with an investment and tax professional before implementing any investment strategy. Investing involves the risk of loss.

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.

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