To summarize the thinking.
Focus on improving asset allocation
Build portfolios with a bigger engine (stocks) and better brakes (hedges), designed to be in a better position to address drawdown and longevity risk.
Volatility as an asset class
Harness volatility as an asset to the portfolio — one that can help us mitigate risk and enhance yield.
Better in the tails
Additional stock exposure benefits the portfolio in "right tail" events, with hedging strategies aimed to limit the downside during "left tail" events.
Built to complement a core portfolio.
We also offer sleeves for specific client needs that would complement a core portfolio.
Individual Stock
Four books — Compounders, Core, Growth, and Value — for households that want direct ownership and tax-lot control.
Conservative Income
A traditional or tax-aware multi-manager ETF allocation, selected from underlying ETFs that aim to deliver income while seeking to preserve capital.
Purchasing Power
A blend of Bitcoin and gold, designed to help protect long-term purchasing power against inflation and dollar debasement.
Buffer Models
All-World, Tax Managed, Active, and Cash Alternative — four solutions using buffer ETFs and hedging to reduce risk and let equities drive growth.
We build around the parts of return we can influence.
Stock selection needs a rule, not a hunch. Ours starts with where total return actually comes from over long periods — three factors, two of which respond to how a portfolio is built.
Source: Aptus Capital, John Bogle & Robert Shiller. Data as of 12/31/2025.
Individual Stock Portfolios
Yield plus Growth framework implemented with each offering and designed to complement a broadly diversified core portfolio.
