ABOUT AAM

Our Mission

AAM empowers financial professionals to succeed:

1. We create lasting partnerships built on a foundation of trust.
2. We utilize our skills, technology, and market insight to provide sound financial guidance.
3. We collaborate with financial professionals to provide thoughtful, focused investment solutions for their clients.
4. We have an unwavering commitment to excellence in everything we do.

We're fully engaged in our clients' success.

What we offer

Our long-term relationships with advisors give us a first-hand understanding of their world — helping us create innovative investments and services that are relevant and have the potential to meet today’s challenges.

Expanding on our long heritage in fixed income, AAM’s services and investments now cover a range of asset classes by building specialized proprietary capabilities or developing advisory relationships with select third-party institutional managers. AAM provides:

1. Investment solutions — Unit Investment Trusts (UITs), Mutual Funds, Managed Accounts, Exchange-Traded Funds, Fixed Income, and Structured Products
2. Sales and distribution services for investment managers seeking opportunities
3. Bond Services
4. Portfolio Support
5. Technological services

Read our whitepaper “Powering Advisory Growth for Over 40 Years”

Company Profile

Established in 1979, AAM has become a highly respected financial force providing complete portfolio solutions tailored to the individual needs of financial professionals. Our results-oriented advisor-centric service model and industry experience differentiates us from the competition by adding real value to your financial services business.

For over 40 years, AAM has been a trusted resource for financial advisors and broker/dealers. The firm offers access to alternatives, exchange-traded funds, the fixed income markets, managed accounts, mutual funds, structured products, and unit investment trusts. AAM is a part of SLC Management, the institutional alternatives and traditional asset management business of Sun Life. AAM is a SEC registered investment advisor and member FINRA/SIPC.

As of September 30, 2023, the brokerage and advised business at AAM represents approximately $39.3 billion in assets. (Assets under supervision represent $5.2 billion in UIT assets. The firm has $30.5 billion in assets under administration that represents the non-proprietary assets for which AAM provides various levels of service, but not management. The firm's $3.6 billion in assets under management represents AAM's proprietary separately managed account, mutual fund and ETF assets.)