by Marketing | Nov 7, 2023 | Monthly Note
2023 November 2023: Keeping Client Eyes On the Future October 2023: Enhancing Your (Portfolio) Engine September 2023: Helping Clients Reach the Finish Line August 2023: Bridging the Behavior Gap July 2023: Revisiting the Volatility Tax June 2023: A Process to Match...
by Aptus PM Team | Nov 2, 2023 | 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 | Nov 2, 2023 | 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 Derek Hernquist | Nov 2, 2023 | Market Updates
Given the popularity of our weekly Market in Pictures, we thought it made sense to pick out a few and go into more detail with our PMs. In this edition, Dave and John Luke will spend a few minutes on each of the following: Portfolio performance with equal-weighted...
by Aptus PM Team | Oct 12, 2023 | Rebalance Rationales
Aptus Compounder Update The Aptus Compounder Stock Sleeve is designed to give equity exposure to a group of individual stocks that we think offer attractive prospects through a combination of yield, growth, quality, and reasonable valuations relative to large...
