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One of our core philosophies is that simplicity typically beats complexity. Our planning process and investment advice is designed to educate and empower you. We want you to fully understand why we are making our recommendations, so you are completely comfortable implementing the recommendations.
Aptus will collaborate with you to develop your initial financial plan and provide long-term support as you implement and update the plan. You typically begin with a Comprehensive Plan and after the initial process you start AptusCare ongoing support and meet with us for an Annual Review each year. We view financial planning as an ongoing process and do not believe one-time plans are effective. We ask you to commit to at least one year of ongoing support and at least your first annual checkup, and most of our clients stay with us much longer. Aptus is typically a good fit for those who desire a long-term trusted relationship with an advisor but can implement their plan mostly on their own with our guidance.
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Unfortunately, we’re unable to offer free samples. As a retailer, we buy all magazines from their publishers at the regular trade price. However, you could contact the magazine’s publisher directly to ask if they can send you a free copy.
You can create a new account at the end of the order process or on the following page. You can view all of your orders and subscriptions in your customer account. You can also change your addresses and your password.
No, you don’t have to create an account. But there are a few advantages if you create an account.
You never have to enter your billing and shipping address again
Find all of your orders, subscriptions and addresses in your account
Download invoices of your orders
No, we don’t have a physical store location at the moment. We accept only orders through our online shop and we’re shipping all orders with the Swiss Post Service. Please visit our shipping section for more details.
From time to time you will find us at design fairs and popup markets in Switzerland. Subscribe to our newsletter and you’ll receive the latest news.