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.
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.
Active options overlay strategies an advisor can hold directly and use as asset allocation building blocks.
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.
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.
Your current process and what your clients expect from it.
Areas of commonality across the book, and where customization earns its keep.
Existing portfolios strengthened with a clear, documented structure.
Cohesive materials that continuously educate clients.