Using the Aptus Investment Hub to Benefit Clients and Your Practice

We think it would be hard for any investment team to match Aptus’ willingness to help, or the turnaround time that’s often “Any chance of having this back today?” Among the services our team does for our advisor partners:

• Producing content

• Evaluating funds, stocks, private deals, etc.

• Helping prepare for prospect and client meetings

• Managing complex cases involving taxes and/or concentrated positions

One of the biggest challenges has been organizing the output, so the advisor can find those valuable pieces when the next client needs them. Or a new advisor joins the firm. Or it’s time for an audit.

We think we’ve solved that with the launch of our Investment Hub. Not only can you find existing pieces, but you can produce branded versions for your own use and make requests for new cases.

Both in our approach to investments and to advisor services, we’ve always considered Aptus to be in the “Peace of Mind” business. The new Hub is a major advance designed to help empower our partners to develop confident clients and build enterprise value through consistent implementation and documentation of their investment delivery.

We’ve started inviting full-service users to their customized portals, and are opening basic access to advisors who’d like to see more of our team’s content in a curated setting. Interested advisors can request access here.

We will also be hosting a webinar on Thursday, November 19 at 10 CT for a tour.

We hope you can join us to see how you might put the platform to work in your practice.

Disclosures

Past performance is not indicative of future results. This material is not financial advice or an offer to sell any product. The information contained herein should not be considered a recommendation to purchase or sell any particular security. Forward-looking statements cannot be guaranteed.

This commentary offers generalized research, not personalized investment advice. It is for informational purposes only and does not constitute a complete description of our investment services or performance.

Nothing in this commentary should be interpreted to state or imply that past results indicate 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.

Registration does not imply a certain level of skill or training. For more information about our firm, or to receive a copy of our disclosure Form ADV and Privacy Policy call (251) 517-7198 or contact us here. Information presented on this site is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities or to advise on the use or suitability of Aptus products, or any of the underlying securities in isolation. Information specific to the underlying securities making up the portfolios can be found in the Funds' prospectuses. Please carefully read the prospectus before making an investment decision.

When a page is marked "Advisor Use Only" or "For Institutional Use", the content is only intended for financial advisors, consultants, or existing and prospective institutional investors of Aptus. These materials have not been written or approved for a retail audience or use in mind and should not be distributed to retail investors. Any distribution to retail investors by a registered investment adviser may violate the new Marketing Rule under the Investment Advisers Act. If you choose to utilize or cite material we recommend the citation, be presented in context, with similar footnotes in the material, and appropriate sourcing to Aptus and/or any other author or source references. This is notwithstanding any considerations or customizations with regards to your operations, based on your own compliance process, and compliance review with the marketing rule effective November 4, 2022.

Advisory services are offered through Aptus Capital Advisors, LLC, a Registered Investment Adviser registered with the Securities and Exchange Commission. Registration does not imply a certain level of 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, Alabama. ACA-2611-17.