Portfolio Management

We take a multi-faceted approach to managing your investments. This investment process is built on discipline which drives repeatable and consistent results. First, we will do a deep dive into what you define True Wealth to be for your family. By gaining this insight, Aptus Wealth Planning is enabled to build a customized strategy allocation to fit your unique circumstances that was defined with the input of our Wealth Enhancement Group. Our Investment Committee utilizes their vast resources to monitor strategies daily and make changes as they deem prudent. Your personal advisor evaluates your specific allocations at each meeting in order to help you pursue your long-term objectives as individual circumstances change.

Your long-term financial goals and objectives can be pursued when Aptus Wealth Planning is delivering on its three core tenants: Trust, Transparency and Accountability.

Disciplined investment strategies