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Unit Investment Trusts



AAM differentiates itself through a focused selection of proprietary UIT offerings with an emphasis on solid investment disciplines and specific asset classes.

AAM’s proprietary brand of Unit Investment Trusts (UITs) is called Advisors Disciplines Trusts (ADTs). ADTs are designed to help control portfolio volatility by introducing various asset classes in the form of professionally selected trusts.

A Unit Investment Trust (UIT) is a fixed basket of professionally selected securities that are professionally monitored and have a set termination date. They offer investors the potential for defined income, daily liquidity, reasonable fees and a disciplined investment approach for a wide range of investment objectives and risk tolerances. The diversified and transparent nature of UITs can assist advisors in establishing a long-term asset allocation strategy based on their clients’ needs.

AAM differentiates itself through a focused selection of proprietary UIT offerings with an emphasis on solid investment disciplines and specific asset classes. AAM seeks to avoid short-term emotional market plays that can lack long term returns. We provide advisors with the quality investments that can complement their clients’ portfolios with the potential to perform over time.

Click here to learn more about AAM ADTs or to view current UIT offerings.

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