If you have Riskalyze, you have the Partner Store, your one-stop collection of world-class models available right in your Riskalyze account. Tap into Aptus models and methodologies at no cost, drop them right into your account, and make them your own with just a few clicks.
Aptus Research Model Portfolios
Aptus Impact Series
The best plan is the one your client can stick to.
Aptus specializes in risk-mitigated investing, focused on helping advisors create more confident clients. Our aim is the pursuit of better upside : downside capture, to minimize the gap between what the market gives and what the typical investor gets.
We start with low cost, high quality exposure to primary asset classes, and build in return opportunities & downside protection through actively-hedged ETF strategies. Protection comes in multiple forms:
- Diversification: necessary but not sufficient, particularly in extreme rate environment
- Hedging: both near the money and out of the money, across different time frames
- Asymmetry: selective defined-risk opportunities with potentially larger payoffs
The ultimate output is an easy to hold, easy to trade portfolio that keeps clients focused on their ultimate goals with reduced chance of behavioral mistakes. Pursuing upside capture through downside protection, with a more consistent match to your client’s risk score.
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See Aptus Strategies Modeled in Riskalyze
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Withdrawals will reduce the contract value and the value of any protection benefits. Withdrawals taken within the contract withdrawal charge schedule will be subject to a withdrawal charge. All withdrawals are subject to ordinary income tax and, if taken prior to age 59½, may be subject to a 10% federal additional tax.
Guarantees are backed by the financial strength and claims-paying ability of Allianz Life Insurance Company of North America. Variable annuity guarantees do not apply to the performance of the variable subaccounts, which will fluctuate with market conditions. Products are issued by Allianz Life Insurance Company of North America. Variable annuities are distributed by its affiliate, Allianz Life Financial Services, LLC, member FINRA, 5701 Golden Hills Drive, Minneapolis, MN 55416-1297.
Product and feature availability may vary by state and broker/dealer.