by Aptus PM Team | Jan 20, 2026 | Equity Case Studies, Equity Research
Accenture PLC Class A (ACN) Case Study Advanced Micro Devices (AMD) Case Study Alphabet Inc. (GOOGL) Case Study Apple Inc. (AAPL) Case Study Amazon.com Inc. (AMZN) Case Study American Tower Corp (AMT) Case Study Amphenol Corporation Class A (APH) Case Study AutoZone,...
by Marketing | Jan 8, 2026 | 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:...
by JD Gardner | Jan 7, 2026 | Market Updates
“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,...
by Aptus PM Team | Jan 5, 2026 | Fact Sheets, Most Read
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...
by Aptus PM Team | Jan 5, 2026 | Fact Sheets, Most Read
Multi-manager portfolios designed to help clients stay invested through the ups & downs of market cycles Aptus Impact Series ETF Composite Fact Sheet
