by Aptus PM Team | Oct 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 | Oct 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
by Aptus PM Team | Sep 24, 2024 | 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...
by Aptus PM Team | Sep 18, 2024 | Appearances, Market Notes
David Wagner, CFA, and John Luke Tyner, CFA get together for a discussion around the upcoming election and its impact on your asset allocation decisions. We aim to take the emotions of politics out of the conversation and look at what history tells us. The importance...
by Aptus PM Team | Sep 4, 2024 | Market Updates
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, John Luke and Dave spend a few minutes on each of the following: August: In Like a Lion, Out Like a Lamb...
