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Aptus + Riskalyze: The Power of Equity Sleeves for HNW Clients

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Aptus has built its business on the tax, diversification, and efficiency benefits of owning ETFs. But in helping advisors review prospect portfolios, they often see accounts containing only funds or only stocks. Why not include the benefits of both?

Just as high-income clients understand the benefits of owning individual muni bonds, high-net-worth clients often have a positive view of owning some individual stocks. As long as the stocks don’t constitute outsized bets in conflict with stated goals, there can be a behavioral benefit to holding positions the investor can touch and feel.

Aptus has privately integrated equities into portfolios we sub-advise, and are now making these “ETFs + Equity Sleeve” allocations available through the Riskalyze Partner Store. Here, you can offer clients the benefits of both funds and individual stocks in a single, risk-scored model portfolio.

With Riskalyze’s analytics supporting individual equity Risk Scores and GPAs, and Connected Trading enabling direct tax-optimized implementation, we believe you can reduce the cost & complexity of equity SMAs while positioning your firm to better compete for high-net-worth opportunities.

Advisory services offered through Aptus Capital Advisors, LLC, a Registered Investment Adviser registered with the Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about the adviser, and 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.

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