SLC Management and its affiliated investment managers will offer their alternative investment strategies to the U.S. high net worth market.
Helping investors meet their current cash flow and future capital appreciation goals.
Unlimited access to our bond offerings and dedicated, personal support
Customized portfolios selected and managed by professional managers
Partnering with select institutional managers
Expert advice, ongoing trade support, and transparent pricing
An emphasis on solid investment disciplines and specific asset classes
May 13, 2024
May 06, 2024
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Financial Industry Insights from Advisors Asset Management
On November 13, 2023
The Partnership of AAM and SLC Management
On September 1, 2022, Sun Life Financial Inc. announced that it intends to acquire a majority stake in AAM, a leading independent U.S. retail distribution firm, through SLC Management, Sun Life’s institutional fixed income and alternatives asset manager. AAM will become the U.S. retail distribution arm of SLC Management. On February 1, 2023, Sun Life Financial Inc announced the completion of its acquisition of a 51% stake in AAM.
Today, we learn more about SLC Management, their global investment platform, and AAM's role in delivering alternative investment solutions to financial advisors and their clients. Steve Peacher, President of SLC Management, and Cliff Corso, President and CIO of AAM, share their insights into this powerful alignment of firms.
You can view the timely video here with clickable timestamps. The topics include:
⏯ Who is SLC Management? ⏯ Why did AAM partner with SLC Management? ⏯ Who are SLC Management's specialty managers? ⏯ How has asset allocation evolved from 60/40 portfolios and what role can alternatives play? ⏯ What role does AAM represent within the structure of SLC Management? ⏯ What do you see as the strongest opportunities to add value to portfolios?
This commentary is for informational purposes only. All investments are subject to risk and past performance is no guarantee of future results. Please see the Disclosures webpage for additional risk information at commentary-disclosures. For additional commentary or financial resources, please visit www.aamlive.com.
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