![]() "As investors continue to navigate the uncertainties of a rising rate environment, Aptus Capital Advisors is providing an innovative, options-based solution that aims to meet client demand for income generation," said Rob Marrocco, Senior Director of Listings at Cboe Global Markets. "We’re proud to have helped advisors help clients over the past six years, and excited to now offer a true income strategy not reliant on long duration or sketchy credit." "Our Drawdown Patrol strategies have been a compelling solution for many advisors as they look to meet client needs in an unsettled rate environment." said JD Gardner, Founder and Portfolio Manager at Aptus Capital Advisors. We’ve seen independent wealth managers gravitate to options-based strategies for their abilities to pursue upside while dynamically managing risk. Launched in 2013, Aptus Capital Advisors supports advisors pursuing better client outcomes through hedged strategies, managed portfolios, and investment support. The launch of JUCY adds to the firm’s growing suite of actively-managed ETF strategies, as the firm recently reached $2 billion in assets under management across its ETFs. Registration does not imply a certain level of skill or training.JUCY Seeks to Help Investors Lift Portfolio IncomeįAIRHOPE, Ala., November 01, 2022-( BUSINESS WIRE)-Please replace the release with the following corrected version due to multiple revisions.ĪPTUS CAPITAL ADVISORS LAUNCHES THE APTUS ENHANCED YIELD ETF (CBOE: JUCY) AS APTUS ETFS CROSSES $2B IN ASSETSĪptus Capital Advisors, LLC announces the launch of the Aptus Enhanced Yield ETF (Cboe: JUCY), an actively-managed exchange-traded fund (ETF) combining short-duration government securities with an equity options overlay designed to deliver attractive, distributable income. Aptus Capital Advisors is a Registered Investment Advisor (RIA) registered with the Securities and Exchange Commission and is headquartered in Fairhope, Alabama. Be sure to consult with a tax professional before implementing any investment strategy. Nothing on this website should be interpreted to state or imply that past results are an indication of future All investments involve risk and unless otherwise stated, are not guaranteed. This website is for informational purposes only and does not constitute a complete description of our investment services or performance. Aptus Capital Advisors website and its associated links offer news, commentary,and generalized research, not personalized investment advice. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. The integrity, culture, and ability to be nimble in order to deliver true custom services to advisors and clients made the move over a no-brainer.”įor more information about our firm, or to receive a copy of our disclosure form ADV and Privacy Policy contact us. “I had the benefit of getting to know the Aptus crew as I managed the relationship from the brokerage side before joining. His most recent trip may hit theatres soon entitled, Two dogs an d a toddler drive 3000 miles. ![]() He enjoys anything related to music, sports, and travel. James lives in the Dallas area with his wife, Courtney and son, Avett. He completed his certificate program in Financial Planning from Southern Methodist University. James is a CERTIFIED FINANCIAL PLANNER™ and graduated from the University of North Texas with a Bachelor’s Degree in Finance. He most recently came from TD Ameritrade Institutional working with RIAs in a variety of practi ce management areas and assisting breakaway brokers in the process of going independent. James has worked as an advisor and closely with advisors since 2010. Whether the support is directly from the Aptus suite of services or a technology change outs ide of what we do – he is ready to pull up his sleeves to support. James Yahoudy’s primary focus is Business Development and supporting advisors with all things to help them run a better business and enhance the client experience.
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