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Portfolio Support

Advisors Asset Management’s (AAM) fully staffed team of Portfolio Analysts offer extensive portfolio support customized for advisors and their clients. Our analysts can create individual portfolios designed to meet specific investor objectives, such as maximizing income, managing risk, tax-advantaged investing and wealth preservation.

AAM conducts comprehensive portfolio reviews for new and existing holdings in a detailed report.

AAM conducts comprehensive portfolio reviews for new and existing holdings in a detailed report showing before and after portfolio scenarios. All proposals and reports can be private labeled to include your contact information, logo and disclosures, as well as the advisor and investor information. Advisors can also build custom portfolios online utilizing our extensive offering system and Online Report Manager.

For advisors who follow a true asset allocation strategy for fixed income, AAM also provides online portfolio monitoring and alert system capabilities. Utilizing proprietary technology, AAM is able to provide advisors with security and portfolio level alerts as well as offer professional analysis based on predetermined parameters in a detailed, client-ready report. Contact your AAM representative to find out if your firm has approved this service.

Contact your AAM representative for additional information or to request access to our website. Registered professionals can also request access to our website online through the login page.

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