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. More information on MSCI ESG Fund Metrics, provided by MSCI ESG Research LLC, can be found at. Neither MSCI ESG nor any of its affiliates or any third party involved in or related to creating any Information makes any express or implied warranties, representations or guarantees, and in no event will MSCI ESG or any such affiliate or third party have any liability for any direct, indirect, special, punitive, consequential or any other damages (including lost profits) relating to any Information. All Information is provided solely for your internal use, and may not be reproduced or redisseminated in any form without express prior written permission from MSCI. The Information is provided “as is” and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. None of the information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. MSCI ESG materials have not been submitted, to nor received approval from, the US SEC or any other regulatory body. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG Research LLC’s (“MSCI ESG”) Fund Metrics products (the “Information”) provide environmental, social and governance data with respect to underlying securities within more than 23,000 multi-asset class Mutual Funds and ETFs globally. Sustainable Impact Solutions (%) (Descending)Ĭopyright MSCI ESG Research LLC. Sustainable Impact Solutions (%) (Ascending) Daily Share Volume (3mo) (Descending)ĮSG Score Peer Percentile (%) (Ascending)ĮSG Score Peer Percentile (%) (Descending)ĮSG Score Global Percentile (%) (Ascending)ĮSG Score Global Percentile (%) (Descending)Ĭarbon Intensity (Tons of CO2e / $M Sales) (Ascending)Ĭarbon Intensity (Tons of CO2e / $M Sales) (Descending)
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