{"id":230825,"date":"2021-10-05T17:59:03","date_gmt":"2021-10-05T21:59:03","guid":{"rendered":"https:\/\/aptuscapitaladvisors.com\/?p=230825"},"modified":"2023-06-20T15:40:02","modified_gmt":"2023-06-20T19:40:02","slug":"an-expanded-hnw-equity-sleeve-lineup","status":"publish","type":"post","link":"https:\/\/aptuscapitaladvisors.com\/an-expanded-hnw-equity-sleeve-lineup\/","title":{"rendered":"A Winner for Advisors: More Equity Sleeves"},"content":{"rendered":"<p>As we ramped up our portfolio consulting services a few years back, we noticed the opportunity advisors had if they were able to integrate individual securities into portfolios. Limited by SMA fees and trading costs, these were generally exceptions for larger prospects who wanted something beyond a simple ETF\/Mutual Fund model.<\/p>\n<p>Fast forward to today, and we have a team of CFAs managing an entire suite of managed equity sleeves. <a href=\"https:\/\/aptuscapitaladvisors.com\/the-value-of-compounding\/\">\u201cCompounders\u201d<\/a> was the first, and we\u2019ve added \u201cValue\u201d and \u201cGrowth\u201d sleeves that can all work together to deliver a \u201cCore\u201d equity exposure.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-large wp-image-230834 aligncenter\" src=\"https:\/\/aptuscapitaladvisors.com\/wp-content\/uploads\/2021\/10\/Untitled-design-31-1024x535.png\" alt=\"\" width=\"1024\" height=\"535\" srcset=\"https:\/\/aptuscapitaladvisors.com\/wp-content\/uploads\/2021\/10\/Untitled-design-31-1024x535.png 1024w, https:\/\/aptuscapitaladvisors.com\/wp-content\/uploads\/2021\/10\/Untitled-design-31-980x512.png 980w, https:\/\/aptuscapitaladvisors.com\/wp-content\/uploads\/2021\/10\/Untitled-design-31-480x251.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw\" \/><\/p>\n<p>While we think our team does great work applying our Yield + Growth framework to these baskets, what can be even more beneficial is the client experience. Clients wanting to really know what they own can get comfortable. Prospects with wirehouse portfolios can be more easily transitioned. And chances to generate tax alpha can be expanded.<\/p>\n<p>We try communicating regularly on the quality tilt behind our approach, and the <a href=\"https:\/\/aptuscapitaladvisors.com\/hnw-holdings-update-sept-2021\/\">sleeve updates<\/a> we make along the way. Here is a more detailed presentation on the work going on behind the scenes:<\/p>\n<p>&nbsp;<\/p>\n<p><strong><a href=\"https:\/\/f.hubspotusercontent20.net\/hubfs\/4896827\/Content%20Hub\/Presentations\/Aptus%20Equity%20Sleeves%20Presentation.pdf\">Aptus Equity Sleeve Presentation<\/a><\/strong><\/p>\n<p>&nbsp;<\/p>\n<p>Don\u2019t be shy about asking for more info, we\u2019ve assisted on some great wins by helping advisors work individual securities into a set of high-net-worth model portfolios. Additionally, there are <a href=\"https:\/\/aptuscapitaladvisors.com\/equity-case-studies\/\">case studies<\/a> behind every stock included in the portfolios. Enjoy!<strong>\u00a0<\/strong><\/p>\n<p>&nbsp;<\/p>\n<p><strong>\u00a0<\/strong><\/p>\n<p><strong>Disclosures<\/strong><\/p>\n<p><em>Past performance is not indicative of future results. This material is not financial advice or an offer to sell any product. The information contained herein should not be considered a recommendation to purchase or sell any particular security. Forward looking statements cannot be guaranteed.<\/em><em>\u00a0<\/em><\/p>\n<p><em>This commentary offers generalized research, not personalized investment advice. It is for informational purposes only and does not constitute a complete description of our investment services or performance. Nothing in this commentary should be interpreted to state or imply that past results are an indication of future investment returns. All investments involve risk and unless otherwise stated, are not guaranteed. Be sure to consult with an investment &amp; tax professional before implementing any investment strategy. Investing involves risk. Principal loss is possible.<\/em><em>\u00a0<\/em><\/p>\n<p><em>The S&amp;P 500 measures the performance of the 500 leading companies in leading industries of the U.S. economy, capturing 75% of U.S. equities. <\/em><\/p>\n<p><em>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 or skill or training. More information about the advisor, its investment strategies and objectives, is included in the firm\u2019s 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. ACA-2110-2.<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>As we ramped up our portfolio consulting services a few years back, we noticed the opportunity advisors had if they were able to integrate individual securities into portfolios. Limited by SMA fees and trading costs, these were generally exceptions for larger prospects who wanted something beyond a simple ETF\/Mutual Fund model. Fast forward to today, [&hellip;]<\/p>\n","protected":false},"author":5,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","content-type":"","inline_featured_image":false,"footnotes":""},"categories":[20],"tags":[69,70,71],"class_list":["post-230825","post","type-post","status-publish","format-standard","hentry","category-blog","tag-equity-sleeves","tag-hnw","tag-sma"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v21.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>A Winner for Advisors: More Equity Sleeves - 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\/an-expanded-hnw-equity-sleeve-lineup\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"A Winner for Advisors: More Equity Sleeves - Aptus Capital Advisors\" \/>\n<meta property=\"og:description\" content=\"As we ramped up our portfolio consulting services a few years back, we noticed the opportunity advisors had if they were able to integrate individual securities into portfolios. Limited by SMA fees and trading costs, these were generally exceptions for larger prospects who wanted something beyond a simple ETF\/Mutual Fund model. Fast forward to today, [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/aptuscapitaladvisors.com\/an-expanded-hnw-equity-sleeve-lineup\/\" \/>\n<meta property=\"og:site_name\" content=\"Aptus Capital Advisors\" \/>\n<meta property=\"article:published_time\" content=\"2021-10-05T21:59:03+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2023-06-20T19:40:02+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/aptuscapitaladvisors.com\/wp-content\/uploads\/2021\/10\/Untitled-design-31-1024x535.png\" \/>\n<meta name=\"author\" content=\"Derek Hernquist\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Derek Hernquist\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/aptuscapitaladvisors.com\/an-expanded-hnw-equity-sleeve-lineup\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/aptuscapitaladvisors.com\/an-expanded-hnw-equity-sleeve-lineup\/\"},\"author\":{\"name\":\"Derek Hernquist\",\"@id\":\"https:\/\/aptuscapitaladvisors.com\/#\/schema\/person\/e158cb89f7b023df3e8dc380b77afbce\"},\"headline\":\"A Winner for Advisors: More Equity Sleeves\",\"datePublished\":\"2021-10-05T21:59:03+00:00\",\"dateModified\":\"2023-06-20T19:40:02+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/aptuscapitaladvisors.com\/an-expanded-hnw-equity-sleeve-lineup\/\"},\"wordCount\":460,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\/\/aptuscapitaladvisors.com\/#organization\"},\"keywords\":[\"equity sleeves\",\"HNW\",\"SMA\"],\"articleSection\":[\"Blog\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\/\/aptuscapitaladvisors.com\/an-expanded-hnw-equity-sleeve-lineup\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/aptuscapitaladvisors.com\/an-expanded-hnw-equity-sleeve-lineup\/\",\"url\":\"https:\/\/aptuscapitaladvisors.com\/an-expanded-hnw-equity-sleeve-lineup\/\",\"name\":\"A Winner for Advisors: More Equity Sleeves - 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