by Marketing | Apr 4, 2024 | Monthly Note
2024 April 2024: Winning the Race March 2024: What Worries Your Clients? February 2024: Casting a Wider Net January 2024: A Recipe For Success 2023 December 2023: Taxation By Inflation November 2023: Keeping Client Eyes On the Future October 2023: Enhancing Your...
by Aptus PM Team | Apr 3, 2024 | Market Updates
For a more in-depth look into our market thoughts, please review our Quarterly Chartbook. Our 3 pointer video will cover the market backdrop and spend a few minutes on each of the following: Stocks and Bonds in Q1 Valuations and Up/Down Catalysts Historical Context...
by Aptus PM Team | Apr 2, 2024 | Equity Case Studies, Equity Research, Research Reports
Adobe, Inc. (ADBE) Case Study Alphabet, Inc (GOOGL) Case Study American Tower Corp (AMT) Case Study Broadridge Financial Solutions, Inc. (BR) Case Study Broadcom Inc. (AVGO) Case Study Chemed Corp (CHE) Case Study Copart, Inc. (CPRT) Case Study Diamondback Energy,...
by Aptus PM Team | Apr 2, 2024 | 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 | Apr 2, 2024 | 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
