Aptus Capital Advisors

Specialists in risk-mitigated investing, using options to reduce the portfolio drag of bonds

[Aptus Capital Advisors @DrawdownPatrol]

"Minimizing unnecessary distributions is one of the easiest wins available." via Brian Jacobs https://t.co/qRlzspBBdy

[Aptus Capital Advisors @DrawdownPatrol]

"For a taxable investor, the structural question is not “what yield does this generate?” it's “when does this water leave the well, and how much do I lose on the way out?”" via Brian Jacobs https://t.co/NvtP3CUID1

[Aptus Capital Advisors @DrawdownPatrol]

Thankful for those who died for the freedoms we enjoy

[Aptus Capital Advisors @DrawdownPatrol]

"What does the portfolio need to survive across the range of things that could happen?" via Brian Jacobs https://t.co/eJav7oWLXH

[Aptus Capital Advisors @DrawdownPatrol]

We're proud to deliver the best value in defined outcome strategies https://t.co/mymyHq7302

[Aptus Capital Advisors @DrawdownPatrol]

"We could see largely unchanged monetary policy in aggregate, while both sides of the independence/rate cut debate claim victory." via Joseph Sykora https://t.co/rAtol6kPi1

[Aptus Capital Advisors @DrawdownPatrol]

"Prudence is building a portfolio that can withstand a range of outcomes and create the highest compounded return for a given level of risk." via Brian Jacobs https://t.co/KzBRg2sTbl

[Aptus Capital Advisors @DrawdownPatrol]

We're making it significantly cheaper for advisors to efficiently build risk-managed equities into client portfolios https://t.co/ZWb3OjU6vE

[Aptus Capital Advisors @DrawdownPatrol]

"Elevated pricing, combined with quarterly redemptions hitting caps, is creating a rush for the exits that presents a challenge for even the best-run private credit solutions." via Brian Jacobs, CFA https://t.co/yzWrJmuwI7

[Aptus Capital Advisors @DrawdownPatrol]

Our team has a few March Madness participants, and always enjoy watching to see if any of today's kids can match the🔥 of our humble facilitator

[Aptus Capital Advisors @DrawdownPatrol]

"A buffered fund is more akin to a 60/40 portfolio than it is to a bank account." via Brian Jacobs https://t.co/Q7TFgJUAPO

[Aptus Capital Advisors @DrawdownPatrol]

"Macro news can seem overwhelming, but it’s still all about stocks, which are all about underlying businesses." via David Wagner https://t.co/vcAxXWaMFt

[Aptus Capital Advisors @DrawdownPatrol]

"Just as advisors carefully select asset allocations, they should also help clients choose the right types of liabilities for each purpose." via Tenzin Phuntsok https://t.co/KmBSUqEdgY

[Aptus Capital Advisors @DrawdownPatrol]

"In 2024, there were 264 cases opened at the Court of International Trade. In 2025, given the tariff debacle, this number jumped to over 1000 cases. And already this year, approximately 950 cases have been opened." via David W. Wagner III https://t.co/HVjSejYtIg

[Aptus Capital Advisors @DrawdownPatrol]

"If the balance sheet only gets utilized in certain situations, our conviction grows in the belief that fixed income may not be as insulative during bouts of volatility." via David W. Wagner III https://t.co/ZQqHZ0G6uJ

[Aptus Capital Advisors @DrawdownPatrol]

"The industry is shifting from simply managing portfolios to optimizing the very wrappers that house them." via Brian Jacobs https://t.co/97mR0FODOi

[Aptus Capital Advisors @DrawdownPatrol]

"We believe many of the bank deregulation plans in motion will be key in unlocking private bank reserves in order for a smoother transition to a smaller Fed balance sheet." via John Luke Tyner https://t.co/sIXeEORq3h

[Aptus Capital Advisors @DrawdownPatrol]

Designed to provide a more sophisticated, tax-efficient approach to core bonds, DEFR helps investors keep more of their fixed income returns. We are proud to see this unique strategy recognized.

Learn about DEFR at https://t.co/98hqmApGxB

[Aptus Capital Advisors @DrawdownPatrol]

"the diffusion index from TS Lombard looks at the % of CPI sub-indexes where the 3M % change is > 12M % change, and shows a disinflationary trend taking hold." via John Luke Tyner https://t.co/ZdMDr9Fb3k

[Aptus Capital Advisors @DrawdownPatrol]

It's always a good time to sign up for our Friday blog recap, where our team's favorite charts make a weekly appearance https://t.co/9BADbBcow0