Boutique wealth manager specializing in advisory and investment solutions for high-net-worth individuals and small institutions, offering comprehensive financial planning, asset allocation, and fiduciary services. Signal Advisors Wealth, LLC combines discretionary portfolio management with goal-based planning and tax-aware investment strategies, positioning itself as a client-centric, fee-based advisor for clients seeking personalized wealth stewardship and multi-asset portfolio construction across taxable and retirement accounts.
Boutique wealth manager specializing in advisory and investment solutions for high-net-worth individuals and small institutions, offering comprehensive financial planning, asset allocation, and fiduciary services. Signal Advisors Wealth, LLC combines discretionary portfolio management with goal-based planning and tax-aware investment strategies, positioning itself as a client-centric, fee-based advisor for clients seeking personalized wealth stewardship and multi-asset portfolio construction across taxable and retirement accounts.
Adopts a fiduciary, client-first investment philosophy emphasizing diversified, tax-aware multi-asset portfolios and goal-based planning. Focuses on wealth preservation and tax-efficient growth for high-net-worth individuals and small institutions through discretionary management and customized asset allocation, blending ETFs, individual securities and alternative exposures where appropriate. Uses horizon-driven timeframes, risk-budgeting and active rebalancing to manage drawdowns and capture opportunities, integrating financial planning, liability-aware allocation, and cost-sensitive implementation to align portfolio outcomes with client objectives.
Adopts a fiduciary, client-first investment philosophy emphasizing diversified, tax-aware multi-asset portfolios and goal-based planning. Focuses on wealth preservation and tax-efficient growth for high-net-worth individuals and small institutions through discretionary management and customized asset allocation, blending ETFs, individual securities and alternative exposures where appropriate. Uses horizon-driven timeframes, risk-budgeting and active rebalancing to manage drawdowns and capture opportunities, integrating financial planning, liability-aware allocation, and cost-sensitive implementation to align portfolio outcomes with client objectives.
| Trades 3811 | Longs Won 2436/3811 63% | Profit Factor 5.83 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $397,467.73 |
| Average Win $151,356.41 | Best Trade (Sep 03) $21.16M | Sharpe Ratio -0.1 |
| Average Loss -$46,019.4 | Worst Trade (Aug 02) -$2.51M | Z-Score 5.26 (100%) |
| Commissions $0 | Avg. Trade Length 9m 2w 4d | Expectancy $80,069.94 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 35,714 | 32,143 | 28,571 | 25,000 | 21,429 | 17,857 | 14,286 | 10,714 | 7,143 | 3,571 |
| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
AAPL Apple Inc. | 150,029 | $36.07M | $46.35M | - | $10.27M | 28.48% | -7.354% |
ABBV AbbVie Inc. | 11,748 | $2.49M | $2.95M | - | $457,842.38 | 18.39% | -2.513% |
ABT Abbott Laboratories | 4,228 | $500,266.5 | $446,899.6 | - | -$53,366.9 | -10.67% | +0.085% |
ACEI Innovator Equity Accelerated Income Strategy ETF | 162,139 | $3.75M | $3.69M | - | -$58,371.58 | -1.56% | -0.044% |
ACIO Aptus Collared Investment Opportunity ETF | 1.2M | $49.54M | $55.19M | - | $5.65M | 11.41% | +0.635% |
ACN Accenture plc Class A | 19,431 | $5.22M | $3.22M | - | -$1.99M | -38.18% | +1.611% |
ACWX ISHARES MSCI ACWI EX U.S. ETF | 8,072 | $552,690 | $607,418 | - | $54,728 | 9.9% | -0.172% |
ADME Aptus Drawdown Managed Equity Fund | 308,735 | $14.83M | $17.03M | - | $2.2M | 14.83% | +0.629% |
ADP Automatic Data Processing Inc. | 4,015 | $1.08M | $1.07M | - | -$12,908.18 | -1.19% | +0.982% |
AEP American Electric Power Company, Inc. | 1,986 | $260,264 | $253,910.1 | - | -$6,353.9 | -2.44% | +0.055% |
| AFIF AFIF | 42,890 | $399,534 | $399,534 | - | - | - | 0.0 |
AGG iShares Core U.S. Aggregate Bond ETF | 52,715 | $5.22M | $5.13M | - | -$86,328.82 | -1.65% | -0.256% |
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock | 38,170 | $972,635.29 | $974,098.4 | - | $1,463.11 | 0.15% | +0.472% |
AIG American International Group Inc. | 3,542 | $303,167.88 | $278,330.36 | - | -$24,837.52 | -8.19% | -0.393% |
AIRR First Trust RBA American Industrial Renaissance ETF | 9,551 | $1.01M | $1.12M | - | $108,122.68 | 10.71% | +1.588% |
ALL Allstate Corporation | 3,202 | $666,334.65 | $845,584.12 | - | $179,249.47 | 26.9% | -0.49% |
AMAT Applied Materials, Inc. | 7,702 | $2.33M | $3.91M | - | $1.58M | 67.56% | +1.176% |
AMD Advanced Micro Devices, Inc. | 32,583 | $5.98M | $15.51M | - | $9.53M | 159.42% | -1.904% |
AMGN Amgen Inc. | 2,075 | $579,389.08 | $799,207 | - | $219,817.92 | 37.94% | -0.64% |
AMT American Tower Corporation | 44,194 | $8.45M | $7.66M | - | -$788,418.24 | -9.33% | -0.631% |