Aptus Monthly Note

Aptus Monthly Note

2024 May 2024: Flexibility as an Asset 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...
The Case for Flexibility in Next-Generation Hedged Equity

Aptus 3 Pointers, April 2024

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:   Typical Market Drawdowns Q1 Earnings...
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...