A Word From Our Team


As JD likes to say, we’re proud to help advisors serve the lifeblood of financial services clients. While we’re always happy to help manage a $10m household, the majority of our days are spent helping the advisor make sure that their $500k-$3m families are a) positioned properly and b) comfortable with that positioning.

 

With rates this low, and stocks this high, we think an extra set of eyes can only help advisors help clients. We feel privileged every day, to sit alongside fiduciaries and support their practice in every way possible. Our focus on risk mitigation plays a key role, but we think consistency in and consistency of messaging is equally important to keeping clients confident enough to gain the benefits of long-term investing.

 

Thank you for visiting our site, and thank you for considering us as your partner. We pride ourselves on relationships and attention to detail…at some point, you’ll connect with just about everyone here so thought you might enjoy meeting the people that chop wood and carry water to support your efforts.

Learn MoreOur Funds

The Aptus Lineup

JD Gardner, CFA & CMT

JD Gardner, CFA & CMT

Founder | Chief Investment Officer

Beckham Wyrick, CFA

Beckham Wyrick, CFA

Portfolio Manager | Portfolio Reviews

John Luke Tyner, CFA

John Luke Tyner, CFA

Portfolio Manager | Fixed Income

David Wagner III, CFA

David Wagner III, CFA

Portfolio Manager | Equity Analyst

Mark Callahan

Mark Callahan

Institutional Trading | Analytics

Brad Rapking, CFA

Brad Rapking, CFA

Equity Analyst | Institutional Trading

Joseph Sykora, CFA

Joseph Sykora, CFA

Equity Analyst | Portfolio Reviews

John Goldsberry

John Goldsberry

Facilitator | Fund Operations

Will Gardner

Will Gardner

Advisor Transitions | Support

Brett Wickmann

Brett Wickmann

Chief Compliance Officer

Joseph King

Joseph King

Trading | Client Service

Clay Calhoun

Clay Calhoun

Trading | Client Service

Derek Hernquist

Derek Hernquist

Business Development | Partnerships

James Yahoudy, CFP®

James Yahoudy, CFP®

Strategic Consulting | Enterprise Relations

William Graham

William Graham

Strategic Planning | Development

Christopher G Neill, CFA

Christopher G Neill, CFA

Director of Institutional Relationships

Matt McGowan, CAIA

Matt McGowan, CAIA

Strategic Consulting

James Bai

James Bai

VP of Product Management

Alicia Griffin

Alicia Griffin

Creative Services Manager

Omar Mulla

Omar Mulla

Chief Wellness Officer

Enhancing Outcomes


Your job is to help clients meet their goals. Part of that is capturing the compounding power of markets, part is making sure the path matches client expectations. How portfolios get from point A to point B matters.