Aptus Monthly Note

Aptus Monthly Note

2026 January 2026: Driving Higher CAGRs 2025 December 2025: Time November 2025: Where Do You Buy Your Cheerios? October 2025: What’s Old is New September 2025: Seeking Higher After-Tax Returns August  2025: Arming Yourself Against Dollar Debasement July 2025:...
Driving Higher CAGRs

Driving Higher CAGRs

“CAGR” – we say that a lot, and for good reason. It stands for Compounded Annual Growth Rate. It’s how your wealth grows. Higher CAGR = Higher terminal wealth. Aptus’ focus is higher terminal wealth rather than the highest “risk-adjusted returns”. Traditional finance,...
Impact Series HNW Allocations

Impact Series HNW Allocations

Multi-manager portfolios designed to help clients stay invested through the ups & downs of market cycles. The HNW models build around ETFs but include a sleeve of 15 equities that we believe can add both compounding and tax harvesting opportunities. Aptus Impact...