Solutions

Solutions built to drive better outcomes - in the portfolio, and in the practice

Team over players is our foundational belief. Founded by former college basketball teammates, Aptus brings a team-first mindset to helping advisors build better portfolios, deliver better client outcomes, and run more efficient businesses.

01
Portfolio Level

Managed Portfolios

The Impact Series — five core risk-based models from Preserve to Aggressive Growth — plus complementary sleeves for individual stocks, conservative income, purchasing power, and buffered exposure. Our active and buffered ETFs are the same discipline in fund form.

02

Tailored options overlay solutions designed to retain more premium, participate in more upside, and monetize protection — engineered around a single client's concentrated position. Income, transition, and hedging, plus Aptus Box Spread Loans: box spread lending at a fixed cost known on day one.

03
Position Level

Active ETFs

Active options overlay strategies an advisor can hold directly and use as asset allocation building blocks.

04
Practice Level

Shared CIO Services

Investments, HNW support, investment oversight and content. Custom multimanager portfolios, private market due diligence, concentrated position risk management, tax transition planning, and advisor-branded commentary.

05

High-touch trading, middle and back office, and the technology stack that takes administration off your desk — delivered by Aptus Business Solutions, our operations and technology team.

A path to collaborative success

How an engagement starts.

Step 01

Understand

Your current process and what your clients expect from it.

Step 02

Identify

Areas of commonality across the book, and where customization earns its keep.

Step 03

Fortify

Existing portfolios strengthened with a clear, documented structure.

Step 04

Communicate

Cohesive materials that continuously educate clients.

Not sure which fits? That's a normal first call.

Talk to our team