True Diversification
Partnerships Built for Peace of Mind
Risk-managed strategies designed to help clients stay invested through the ups & downs of market cycles.
Who is Aptus?
Participate and Protect
Aptus is helping advisors grow client wealth more comfortably, going beyond just stocks and bonds. We build on traditional diversification to improve outcomes. We embrace stocks with guardrails, using volatility as an asset class to manage drawdown and enhance portfolio yields.
We use a proactive approach to balance risk and return by allocating to areas of higher return (stocks), reducing drawdown and the emotions that come with it, and turning market drawdowns into opportunities.
At Aptus, our mission is to help create better client outcomes, supporting wealth managers in four primary ways:
Capture favorable markets while dynamically managing risk, tax-efficiently
Minimize gap between what the market gives and what the typical investor receives
Protective collars, tax optimization, and strategic diversification
Meet specific client needs with custom portfolio design, reviews, and content
Upside Capture Through Downside Hedging
We Use the Structure of Our Allocation to Address Longevity Risk and Improve Outcomes
At each risk level, we inject more potential return with explicit focus on drawdown. Our disciplined and repeatable approach seeks to stack the deck in the favor of investors.
We believe the optimal strategy is one an investor can stick with, a fragile package in our hands to be taken from point A to point B. Our approach seeks to produce what every investor wants, potential for growth & income with defenses against their most feared risks.
More Stocks
Less Bonds
Risk Neutral
Help your clients put markets in perspective
Unlimited access to monthly and quarterly reports, equity research, and more.