About Us
Employing the services of a highly specialized, experienced portfolio
manager can help advisors provide an enhanced level of service while allowing more
time to strengthen client relationships and gather additional assets.
Company Profile
Advisors Asset Management (AAM), a SEC registered investment advisor, is dedicated to the professional management of Separately Managed Account (SMA) portfolios for advisors and their clients. Established in 1979, AAM has become a highly respected financial force providing complete portfolio solutions tailored to the individual needs of financial professionals and their clients. Our results-oriented service model and industry experience differentiates us from the competition by adding real value to your financial services business.
What makes AAM different?
Advisors Asset Management understands the unique challenges independent advisors face and provides highly customized, result-oriented solutions to their particular portfolio management needs. AAM provides much more than a simple buy and hold approach. Our comprehensive portfolio management services are based on careful security selection, yield curve analysis, credit monitoring, security swapping, economic and market commentary as well as regular communication with our clients. In addition, AAM’s size and experience affords us the unique flexibility and customization capabilities required to effectively meet client objectives.
AAM is committed to providing you with the highest level of personalized service available. A skilled service specialist will work closely with you to truly understand your clients’ goals and investment constraints. In addition, you have direct access to our portfolio managers to ensure our customized plan to achieve your client’s goals is communicated and that their objectives are being met.
AAM Competitive Advantage
- Experience
AAM is an independent and employee owned firm. We have over 29 years of industry experience and specialize in providing investment solutions tailored to financial professionals. Our ability to grow and adapt along with our commitment to quality service has been recognized by outside firms and is further evidenced by our established relationships with some of the Wall Street’s most respected institutions.
- Value-added, personalized support
A AAM service specialist is dedicated to providing you with professional advice, personal attention and quality investment services. Advisors also have direct access to their portfolio manager.
- Taxable and tax free fixed income disciplines
Income investing has been at the core of our business since 1979. This is what we do best. Our experience and expertise provides our clients an enhanced market perspective that can help them achieve desired results.
- Strategic equity disciplines
AAM has created time-tested, equity portfolio disciplines that combine a clearly defined selection methodology with detailed stock and industry analysis.
- Conservative, Moderate and Aggressive Portfolio Customization
We work closely with you to provide your clients with individual portfolio solutions that meet their individual investment objectives and risk parameters.
- Competitive Fees
Fees are based on the individual portfolio type and size. In addition, there are no commissions or markups on any transactions performed for AAM clients.
Advisors Asset Management (AAM)
Advisors Asset Management, Inc. (AAM) is an investment solutions partner for Broker/Dealers and advisors, offering a vast array of financial tools, leading technologies and industry expertise. AAM provides bond services, portfolio support, financial tools, Unit Investment Trusts (UITs), structured products and Separately Managed Accounts (SMAs). Established in 1979, AAM has nine major offices across the nation and partners with more than 75 broker/dealers (25,000 registered reps), 2,500 independent registered advisors, and 175 street accounts which includes small and regional BDs and wirehouses. AAM is a broker/dealer, member FINRA/SIPC and SEC registered investment advisor. Further information about the products and services provided by AAM can be found at www.aam.us.com.