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Zephyr's Adjusted for Risk: Navigating Investment Risks with Brian Jacobs from Aptus Capital AdvisorsZephyr's Adjusted for Risk: Navigating Investment Risks with Brian Jacobs from Aptus Capital Advisors

Ryan Nauman welcomes Brian Jacobs, the investment strategist at Aptus Capital Advisors to discuss the primary risks of market volatility and the compounding ability of returns, emphasizing the need to focus on real returns over time.

Ryan Nauman, Market Strategist

May 30, 2025

In this episode of Zephyr's Adjusted for Risk Podcast, host Ryan Nauman sits down with Brian Jacobs, Investment Strategist at Aptus Capital Advisors, to delve into the intricacies of risk management in investment portfolios.

They discuss the importance of hedging against market volatility and drawdowns, the impact of inflation on investment strategies, and the increasing role of options and active ETFs in modern portfolio management. Brian also shares insights on tax efficiencies within ETFs and the evolving landscape of fixed income investments. Tune in for a comprehensive conversation packed with actionable insights for financial advisors.

Zephyr can help you understand your client's primary investment risk through its robust investment analytics application.

Learn more about Aptus Capital Advisors here.

00:00 Introduction and Welcome
01:08 Guest Introduction: Brian Jacobs
02:41 Understanding Investment Risks
05:37 Inflation and Investment Strategies
15:23 The Role of Options in Investment
19:39 Tax Efficiency in Fixed Income
23:09 The Future of Active ETFs
27:14 Conclusion and Contact Information

About the Author

Ryan Nauman

Ryan Nauman

Market Strategist, Zephyr

As Zephyr’s Market Strategist, Ryan Nauman provides thought-provoking analysis and research on market trends across asset classes, sectors, and regions to help empower better asset allocation strategy decisions. His ability to navigate complex market dynamics and identify emerging trends has made him a trusted voice among investors and industry professionals alike. He is an accomplished investment strategist who has spent the last 22 years in the investment management industry, ranging from working with plan sponsors, managing the investments of retail investors, and providing actionable thought leadership to investment professionals.

See more from Ryan Nauman

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