TUESDAY, APRIL 10 – LITTLE ROCK, AR -- Aptus Financial is excited to announce the launch of a new 401(k) advisory practice, led by Tim Quillin. Quillin is joining Aptus after 18 years at Stephens Inc. and holds a Chartered Financial Analyst® (CFA) designation. The CFA is the most respected and recognized investment management designation in the world and Tim is 1 of only 112 CFA charterholders in the state of Arkansas.
“My aspiration is to help people make smarter financial decisions to support their wants, needs, hopes and dreams. I was attracted to Aptus’ focus on providing clear-eyed, unbiased, holistic advice to individuals and 401(k) participants,” said Quillin.
The Aptus 401(k) platform is positioned to redefine the company retirement market by offering low, fixed fee pricing rather than the standard industry percentage pricing. “Tim Quillin’s investment expertise and passion for financial advice is the right combination for helping people save more in their retirement plans and for companies to know they have a strong fiduciary,” says Sarah Catherine Gutierrez, founder and principal of Aptus. ”It is an added bonus that savers will also enjoy lower fees.”
Aptus fund lineups incorporate passively managed index funds, which historically have outperformed most actively managed funds. By pricing advisory services as a fixed fee, fees start low and decline as a percentage of assets over time. The Aptus platform is neutral and able to work with the company’s existing recordkeeping which can make plan transitions swift, smooth and seamless.
“Most importantly, we focus on education and counseling to make sure people make informed decisions on their 401(k) allocations and other financial topics in their lives,” added Gutierrez. “In turn, this helps increase savings rates and potentially improves job satisfaction and retention.”
Finally, Aptus is a true fiduciary, removing all conflicts of interest from its practice. “Billing our clients only for the advice we give and not selling any financial products or having revenue sharing agreements on the investment fund line-up fully aligns our interests with our clients,” said Quillin.
During his time at Stephens Inc., Quillin was an equity research analyst with expertise in communications, cyber and defense technology. He was recognized multiple times for his stock picking ability in the Wall Street Journal Best of the Street survey.
More recently he worked as an analyst at Circumference Group, a technology-focused, long-only investment fund. Earlier in his career Tim served as a commissioned officer and explosives ordnance disposal technician in the U.S. Army. He holds an MBA from the University of Iowa and a BSBA from the University of Arizona.
To learn more about Aptus Financial, visit www.aptusfinancial.com.