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Investing is a Journey
With endless paths, rewards, and pitfalls
Can Make a World of Difference
Empowering Growth, Maximizing Potential
Finding the Right Partner
Can be the difference between success and failure

Focus Partner Firms

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Managed Accounts |
Mutual Fund

Concentrated Large Cap Growth
Focus on profitability and reasonable valuations

Managed Accounts

All Cap and Small Cap Opportunistic Value
Invest in companies with a margin of safety run by proven management teams with high stock ownership and smart pay

TBG Dividend Focus ETF

High-Quality Stocks + High Dividend Yield +
High Growth of Yield
=
Potential for High Total Return

Managed Accounts

A Differentiated Core Solution
Adhering to the belief that limiting volatility helps keep investors invested

ACIO (ETF)

Aptus Collared Investment Opportunity ETF
Hedged equity with actively managed options overlay

Miller Tabak Asset Management, LLC.

MT Asset Management

Managed Accounts
Active Management of High-Quality Municipal Bonds

Private Real Estate

Invest in, develop, and manage multi-family real estate

Managed Accounts

Stable companies prioritizing dividend growth
High quality companies that produce compounding cash flows over the long term
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  • The Silent Performance Killer: Why Portfolios Are Leaking Alpha
    Business Management, Market Commentary, Options Overlay
    anemptytextlline
    By Brian Jacobs (Aptus Capital Advisors) At Aptus, we are obsessed with the “math of investment”—from drawdown management to the nuances of the CAPE ratio. But for the select circle of advisors we partner with, the conversation often shifts to the most predictable form of alpha available: tax efficiency. The reality...
  • Boredom is your last remaining edge
    Behavioral Finance
    anemptytextlline
    Why doing nothing is often the best thing you can do By Brandon Beylo (Macro Ops)First published here “Win or lose, everybody gets what they want out of the market. Some people seem to like to lose, so they win by losing money.” People say they want to make money in the stock market....
  • Which profits matter most?
    Market Commentary
    anemptytextlline
    First published on Klement on Investing Accountants and financial analysts are in an arms race. Accountants try to make a company’s financial statements look not only as accurate as possible but also as flattering for the company as possible. Analysts, meanwhile, try to cut through the noise and focus on...
  • Opposing Ideas
    Behavioral Finance, Market Commentary
    anemptytextlline
    A necessary ingredient for a diversified portfolioF. Scott Fitzgerald famously wrote, “The test of a first-rate intelligence is the ability to hold two opposing ideas in the mind at the same time, and still retain the ability to function.” It’s an aphorism that more portfolio managers should have framed in their...
  • Ignore the Margin Debt Alarm
    Behavioral Finance, Market Commentary
    anemptytextlline
    Brian Jacobs, Aptus Capital Advisors First published here. Every so often, margin debt headlines resurface as a supposed warning sign for the stock market. The latest iteration: U.S. margin balances have crossed one trillion dollars for the first time. David Rosenberg highlights: “For the first time ever, margin debt has topped $1 trillion and...
  • The Siren Song of Sustainability: The Theocratic Trifecta's Third Leg
    ESG, Market Commentary
    anemptytextlline
    This article was first published on Musings on Markets. You might know, by now, of my views on ESG, which I have described as an empty acronym, born in sanctimony, nurtured in hypocrisy and sold with sophistry. My voyage with ESG began with curiosity in my 2019 exploration of what it purported...
  • A Moody's Ratings Downgrade for the US: What now?
    Behavioral Finance, Market Commentary
    anemptytextlline
    This article was first published on Musings on Markets. I was on a family vacation in August 2011 when I received an email from a journalist asking me what I thought about the S&P ratings downgrade for the US. Since I stay blissfully unaware of most news stories and things...
  • Breaking Down 10 Year Bond Yields
    Behavioral Finance, Market Commentary
    anemptytextlline
    This article was first published on Aptus Capital Advisors. While there is certainly a lot going on in rates markets, it’s been interesting to see participants give more attention to the fiscal backdrop of the US government. It comes as no surprise that the weighted average cost of our government...
  • Do the work
    Behavioral Finance, Market Commentary
    anemptytextlline
    This article was first published on Learning to Grow. Dear readers, I’ve been an avid user of data aggregators for as long as I’ve been investing. As my investing journey has developed, my focus on various metrics have changed.Subscribe In the start, I overfocused on share prices that had dropped a lot,...