Add a Portfolio SWAT Team to Your Roster

Wednesday April 22nd, 3pm CT








What you’ll learn:

Join Riskalyze and Aptus Capital to learn how to leverage credentialed portfolio managers on-demand to help you grow/serve your practice one household at a time.

Discover how a Shared CIO service can help you reduce day to day demands on your attention.

Learn how to manage the upside : downside balance and deliver consistent communications to enhance client outcomes.

Founder at Aptus Capital Advisors

JD Gardner, CFA, CMT founded Aptus in 2013 to attack the behavior gap. With simplicity as a discipline, Aptus is designed to help merge theory with reality. An investor’s return is more important than an investment’s return, and Aptus delivers solutions designed to minimize behavioral inefficiencies and enhance outcomes.

JD holds undergrad and graduate degrees from Wright State University. He lives in L.A. (of course that means Lower Alabama) in Fairhope with his wife Mallory and their 4 kids (JJ, Luke, Mims, & Silas)

Director of Channel Alliances at Riskalyze

Passionate about helping financial advisor businesses, Matt McGowan is the Director of Channel Alliances at Riskalyze and is focused on maximizing ROI and generating awareness for Riskalyze asset management partners and strategists. With a background in consulting, Matt spent the last 5 years working with financial advisors at SEI Investments.

Matt earned his MBA at Villanova University and BA in International Affairs and Economics at James Madison University.

Advisory services offered through Aptus Capital Advisors, LLC, a Registered Investment Adviser registered with the Securities and Exchange Commission. 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. Aptus Capital Advisors, LLC is headquartered in Fairhope, Alabama.