A gap exists, between what the market gives and what an investor often gets. We seek to reduce that gap using risk-managed ETFs.
The odds of success go up when the investor can stick to the plan; Aptus funds exist to help harness the power of markets
Ability to Adapt and Adjust
Designed to capture favorable markets while dynamically addressing risk, tax-efficiently
Systematic processes built to minimize behavioral biases by managing risk without emotion
|Ticker||Fund Name||Category||AUM ($)||Management Fee||Factsheet||Strategy Papers||Prospectus|
|ADME||Aptus Drawdown-Managed Equity ETF||Hedged Equity||150,220,683.40||0.79%|
|DRSK||Aptus Defined Risk ETF||Fixed Income||332,371,403.99||0.79%|
|ACIO||Aptus Collared Income Opportunity ETF||Equity Income||127,638,578.77||0.79%|
There are managers who use explicit hedges, and those who implement active stock selection. But there are few who combine the benefits of each, in an ETF wrapper. These papers describe some of the unique value these funds seek to add to a portfolio.