Separately Managed Accounts (SMAs)
AAM is committed to providing advisors with the highest level of personalized fixed income and equity management support available.
Advisors Asset Management (AAM) has a solid track record of managing portfolios, earning the trust and confidence of our partners for almost 30 years. We have the flexibility and customization capabilities required to effectively meet client objectives and increase assets under management for advisors.
High net worth investors want objective advice tailored to their investment needs and professionals who are accountable for delivering tangible results. AAM creates and manages customized fixed income and equity portfolios for advisors and their clients. We focus on generating income from multiple asset classes by utilizing a disciplined buy and sell strategy with the primary goal of maximizing risk-adjusted returns. We take great care of the portfolios we construct, ensuring that each is properly diversified and in-line with specified parameters.
AAM is committed to providing advisors with the highest level of personalized fixed income and equity management support available. We work closely with you to truly understand the goals and constraints of your clients. Additionally, you have direct access to our experienced portfolio managers to ensure our customized plan achieves the desired portfolio objectives.
Click here to view disciplines and other SMA information.
Registered professionals can also access additional information, marketing materials and performance by logging into the website. Contact your AAM representative to get a user name and password or you can request access online through the login page.