{"id":213523,"date":"2020-05-12T20:05:54","date_gmt":"2020-05-12T20:05:54","guid":{"rendered":"https:\/\/aptuscapital.wpengine.com\/?page_id=213523"},"modified":"2025-06-03T15:58:40","modified_gmt":"2025-06-03T19:58:40","slug":"managed-portfolios","status":"publish","type":"page","link":"https:\/\/aptuscapitaladvisors.com\/managed-portfolios\/","title":{"rendered":"Managed Portfolios"},"content":{"rendered":"

[et_pb_section fb_built=”1″ fullwidth=”on” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_fullwidth_header title=”Drawdown Patrol Investing” subhead=”Upside Capture Through Downside Hedging” text_orientation=”center” button_one_text=”Learn More” button_one_url=”https:\/\/4896827.fs1.hubspotusercontent-na1.net\/hubfs\/4896827\/Content%20Hub\/Overview%20Pieces\/Aptus%20Proposal.pdf” background_overlay_color=”rgba(24,129,234,0.81)” content_max_width=”67%” _builder_version=”4.23.4″ title_font=”Montserrat|800|||||||” title_text_align=”center” title_font_size=”35px” content_font=”Montserrat||||||||” content_font_size=”18px” content_line_height=”1.2em” subhead_font=”Montserrat|600|||||||” subhead_text_align=”center” subhead_font_size=”28px” subhead_line_height=”2em” background_color=”#1881EA” background_image=”https:\/\/aptuscapitaladvisors.com\/wp-content\/uploads\/2024\/12\/Bloomberg-financial-conditions-index_Bloomberg-12.1.24.png” custom_button_one=”on” button_one_bg_color=”#11284B” button_one_border_width=”0px” button_one_font=”Montserrat||||||||” link_option_url_new_window=”on” global_colors_info=”{}”]<\/p>\n

Our approach is designed to produce what every investor wants, potential for growth and income while defending against their most feared risks. Today\u2019s backdrop requires different thinking; here is ours.<\/p>\n

[\/et_pb_fullwidth_header][\/et_pb_section][et_pb_section fb_built=”1″ module_id=”whyinvest” _builder_version=”4.16″ background_color=”#DBE3FB” global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_text _builder_version=”4.18.0″ text_font=”Montserrat||||||||” header_font=”|800|||||||” header_text_color=”#1881ea” header_2_font=”Montserrat|800|||||||” header_2_text_color=”#1881EA” header_2_font_size=”31px” custom_margin=”||6px|||” global_colors_info=”{}”]<\/p>\n

Why Invest?<\/h2>\n

To meet future spending needs, right? Putting today’s dollars under the mattress is not going to get it done. We design portfolios to help harness the power of compounding, meet client needs, and empower advisors to consistently deliver on the following three questions:<\/p>\n

[\/et_pb_text][et_pb_text _builder_version=”4.18.0″ header_2_font=”|600|||||||” header_2_text_color=”#1881EA” header_3_font=”Montserrat|600|||||||” header_3_text_color=”#1881ea” custom_margin=”19px||7px|||” global_colors_info=”{}”]<\/p>\n

Am I going to be ok?<\/h3>\n

[\/et_pb_text][et_pb_text _builder_version=”4.16″ header_2_font=”|600|||||||” header_2_text_color=”#1881EA” header_3_font=”|600|||||||” header_3_text_color=”#1881ea” custom_margin=”||6px|||” global_colors_info=”{}”]<\/p>\n

Can I maintain my family\u2019s quality of life?<\/h3>\n

[\/et_pb_text][et_pb_text _builder_version=”4.16″ header_2_font=”|600|||||||” header_2_text_color=”#1881EA” header_3_font=”|600|||||||” header_3_text_color=”#1881ea” global_colors_info=”{}”]<\/p>\n

Can I improve it?<\/h3>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.18.0″ background_image=”https:\/\/aptuscapital.wpengine.com\/wp-content\/uploads\/2020\/05\/Group-119-1.png” background_size=”contain” background_position=”center_right” background_horizontal_offset=”-6%” custom_padding=”58px||58px||false|” background_last_edited=”on|desktop” background_enable_image_tablet=”off” background_enable_image_phone=”off” global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_text _builder_version=”4.18.0″ text_font=”Montserrat||||||||” header_text_color=”#1881ea” header_2_font=”|800|||||||” header_2_text_color=”#1881EA” header_3_font=”|600|||||||” header_3_text_color=”#1881ea” header_4_text_color=”#1881ea” global_colors_info=”{}”]<\/p>\n

What Are the Risks?<\/h2>\n

The primary investing dangers we worry about generally fall into one of two categories:<\/p>\n

<\/strong><\/h4>\n

Longevity Risk<\/h3>\n

Sneaky, hard to recognize in the moment<\/p>\n

Drawdown Risk<\/h3>\n

Can strike without warning<\/p>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.16″ background_color=”#11284B” global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_text _builder_version=”4.18.0″ text_font=”|600|||||||” text_text_color=”#ffffff” text_font_size=”24px” header_2_font=”|800|||||||” header_2_text_align=”center” header_2_text_color=”#1881EA” text_orientation=”center” background_layout=”dark” custom_margin=”||3px|||” global_colors_info=”{}”]<\/p>\n

How Can We Balance Risk and Return?<\/h2>\n

Improve on Diversification<\/p>\n

[\/et_pb_text][et_pb_text _builder_version=”4.16″ text_text_color=”#ffffff” text_font_size=”20px” text_orientation=”center” background_layout=”dark” custom_margin=”18px|||||” global_colors_info=”{}”]<\/p>\n

    \n
  1. Prudent allocation to areas of higher potential return (stocks).<\/li>\n
  2. Reducing drawdown and the emotions that come with it.<\/li>\n
  3. Turning market drawdowns into opportunity.<\/li>\n<\/ol>\n

    [\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.16″ custom_padding=”||2px|||” global_colors_info=”{}”][et_pb_row column_structure=”2_5,3_5″ _builder_version=”4.16″ custom_padding=”28px|||||” global_colors_info=”{}”][et_pb_column type=”2_5″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_text _builder_version=”4.18.0″ header_font=”|800|||||||” header_2_font=”|800|||||||” header_2_text_color=”#1881EA” header_2_font_size=”34px” custom_margin=”||6px|||” global_colors_info=”{}”]<\/p>\n

    Turnkey ETF Models<\/h2>\n

    [\/et_pb_text][et_pb_text _builder_version=”4.16″ global_colors_info=”{}”]<\/p>\n

    Risk-based, multi-manager ETF models available with no strategist fee through platforms including Schwab Model Market Center, Riskalyze Partner Store, Adhesion\/Vestmark, Envestnet, and SmartX.<\/p>\n

    [\/et_pb_text][et_pb_button button_url=”https:\/\/aptuscapitaladvisors.com\/category\/fact-sheets\/” button_text=”Learn More” _builder_version=”4.16″ custom_button=”on” button_text_color=”#ffffff” button_bg_color=”#1881EA” button_border_width=”0px” global_colors_info=”{}”][\/et_pb_button][\/et_pb_column][et_pb_column type=”3_5″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_image src=”https:\/\/aptuscapitaladvisors.com\/wp-content\/uploads\/2025\/06\/Impact-Series-ETF-Composite-May-2025.png” alt=”Aptus ETF Models” title_text=”Impact Series ETF Composite May 2025″ align=”center” _builder_version=”4.23.4″ min_height=”317px” height=”208px” max_height=”1000px” custom_margin=”8px|||3px|false|false” custom_padding=”|1px||||” filter_saturate=”96%” filter_brightness=”108%” filter_contrast=”96%” hover_enabled=”0″ box_shadow_style=”preset1″ box_shadow_blur=”15px” box_shadow_color=”#D6D6D6″ global_colors_info=”{}” sticky_enabled=”0″][\/et_pb_image][et_pb_text _builder_version=”4.23.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″]<\/p>\n

    Holdings as of 05\/31\/2025<\/p>\n

    [\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"

    Our approach is designed to produce what every investor wants, potential for growth and income while defending against their most feared risks. Today\u2019s backdrop requires different thinking; here is ours.Why Invest? To meet future spending needs, right? Putting today’s dollars under the mattress is not going to get it done. We design portfolios to help […]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","content-type":"","inline_featured_image":false,"footnotes":""},"class_list":["post-213523","page","type-page","status-publish","hentry"],"yoast_head":"\nManaged Portfolios - Aptus Capital Advisors<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/aptuscapitaladvisors.com\/managed-portfolios\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Managed Portfolios - Aptus Capital Advisors\" \/>\n<meta property=\"og:description\" content=\"Our approach is designed to produce what every investor wants, potential for growth and income while defending against their most feared risks. 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