John Luke Tyner, CFA | Portfolio Manager & Fixed Income

John Luke Tyner is a member of the Aptus Investment Committee. He is a fixed income analyst and trader, provides in-depth portfolio analysis, and leads the construction of the Impact Series Model portfolios.

Background & Education

John Luke joined Aptus in 2019 after spending time on the institutional fixed income desk at Duncan-Williams, inc.  During his career, he has helped implement client-specific strategies within his client’s bond portfolios. He has a strong background in municipal, corporates, agencies, and mortgage-backed securities.

He graduated from the University of Memphis with a degree in Accounting where he was a member of the men’s golf team. John Luke also holds the Chartered Financial Analyst designation from the CFA Institute.

Outside the Office

In his spare time, John Luke enjoys spending time with his family, playing golf, tennis, and being active at 3Circle Church in Fairhope. JL is in the process of learning Spanish, as his wife is fluent. He does his best to take advantage of any opportunities to go fly fishing and being outdoors.

Why Aptus?

“I love Aptus’ motto of simple beats complex. The financial world is massive and the communication to the average investor is overwhelming with decisions and temptations to chase the next hot thing. At Aptus, we’ve created an investment package that truly benefits the average investor by delivering a portfolio to provide adequate returns, allowing to compound capital without the behavioral nightmare associated with the knee-jerk reaction injected into most financial plans, specifically during the ugly periods.”