by Aptus PM Team | Jun 2, 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 | Jun 2, 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
by Aptus PM Team | Jun 1, 2026 | Market Updates, Webinar
Given the popularity of our weekly Market in Pictures, we started the habit of picking out a few and going into more detail with our PMs. In this edition, Dave and John Luke spend a few minutes on each of the following: Stocks Following Earnings Higher Yields...
by Marketing | May 6, 2026 | Monthly Note
2026 May 2026: Preparation > Prediction April 2026: Macro Interference March 2026: The Productivity Miracle You Need to Capture February 2026: Simple Formulas January 2026: Driving Higher CAGRs 2025 December 2025: Time November 2025: Where Do You Buy Your Cheerios?...
by Aptus PM Team | May 5, 2026 | Market Updates, Webinar
Given the popularity of our weekly Market in Pictures, we started the habit of picking out a few and going into more detail with our PMs. In this edition, Dave and John Luke spend a few minutes on each of the following: Inflation Earnings Rates Energy/Oil Hope...
