Arming Advisors with Strategies for Better Up/Down Capture – Aptus Capital – 7.16.24

Arming Advisors with Strategies for Better Up/Down Capture - Aptus Capital - On Demand

Overview:
Title: Arming Advisors with Strategies for Better Up/Down Capture
Date: Tuesday, July 16, 2024
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

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Summary:

Now On Demand

Sophisticated investment strategies that utilize smart hedging for downside protection, call writing for income enhancement or other various options strategies to maximize alpha generation are no longer the exception, but the rule in advisor portfolios. As demand has increased for upside/downside risk management, so have the variety of ETF offerings.

Join us as the experts at Aptus provide a deep-dive into the benefits and portfolio construction considerations of such strategies that cover:

  • Why Traditional Allocations Won’t Succeed
  • Protecting Wealth from Inflation and Taxes
  • More Reliable Diversification
  • Harnessing Volatility for More Efficient Portfolios

Speaker:
JD Gardner, CFA & CMT JD Gardner, CFA & CMT Founder & Chief Investment Officer Aptus Capital Advisors

JD holds an undergrad degree in Finance and an MBA with a concentration in Finance from Wright State University. He holds both the CFA Charter and Chartered Market Technician (CMT) designations. He spent time at UBS, Morgan Stanley, and as a research analyst before starting Aptus. With experience in developing systematic strategies, he saw the opportunity to help navigate the current environment with efficiencies found in the ETF structure.
Past performance is not indicative of future results. This material is not financial advice or an offer to sell any product. The information contained herein should not be considered a recommendation to purchase or sell any particular security. Forward looking statements cannot be guaranteed.

Please carefully consider the fund’s objectives, risks, charges, and expenses before investing. The statutory or summary prospectus contains this and other important information about the investment company. For more information or a copy of the full or summary prospectus, visit www.aptusetfs.com, or call (251) 517-7198. Read carefully before investing. Investing involves risk. Principal loss is possible.

This commentary offers generalized research, not personalized investment advice. It is for informational purposes only and does not constitute a complete description of our investment services or performance. Nothing in this commentary should be interpreted to state or imply that past results are an indication of future investment returns. All investments involve risk and unless otherwise stated, are not guaranteed. Be sure to consult with an investment & tax professional before implementing any investment strategy. Investing involves risk. Principal loss is possible.

The Funds are distributed by Quasar Distributors LLC, which is not affiliated with Aptus Capital Advisors, LLC. The information provided is not intended for trading purposes and should not be considered investment advice. Investing involves risk. Principal loss is possible. The Fund is non-diversified, meaning it may concentrate its assets in fewer individual holdings than diversified funds. Therefore, the Fund is more exposed to individual stock or ETF volatility than diversified funds.

Advisory services are offered through Aptus Capital Advisors, LLC, a Registered Investment Adviser registered with the Securities and Exchange Commission. Registration does not imply a certain level or skill or training. More information about the advisor, its investment strategies and objectives, is included in the firm’s Form ADV Part 2, which can be obtained, at no charge, by calling (251) 517-7198. Aptus Capital Advisors, LLC is headquartered in Fairhope, Alabama.