A gap exists, between what the market gives and what an investor often gets. We seek to reduce that gap using risk-managed ETFs.
Behaviorally Sound
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
Rules-Based
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 | 158,589,517.73 | 0.79% | |||
| DRSK | Aptus Defined Risk ETF | Fixed Income | 445,403,918.21 | 0.78% | |||
| ACIO | Aptus Collared Income Opportunity ETF | Equity Income | 139,344,098.26 | 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.
ACIO
Exploiting the math that a basket of options is valued higher than options on a basket
ADME
Managing Risk for Higher Return
Using hedges to more comfortably raise the equity allocation of a portfolio