Aptus Monthly Note

Aptus 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...
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...
Aptus 3 Pointers, October 2023

Aptus 3 Pointers, October 2023

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...