CONSERVATIVE TAXABLE

* The strategy will employ a minimum rating for bonds of A- by at least one NRSRO. The portfolio will be diversified according to market opportunities.

See the ADV for Advisors Asset Management, Inc. for more information about the firm, fees, strategies and related risks. The results and portfolios for individual portfolios may vary. Investment returns and principal value will fluctuate and there can be no assurance that any strategy’s objective will be achieved.

The Bloomberg U.S. Intermediate Government/Credit Index is an unmanaged index based on all publicly issued intermediate government and corporate debt securities with maturities of 1-10 years and represent the investment grade, U.S. dollar-denominated, fixed-rate, taxable corporate and government related bond markets.

Principal Risks:  Fixed income securities are subject to certain risks including, but not limited to:  Interest rate risk is the danger that changes in interest rates may cause a decline in the market value of an investment. Credit risk is the risk that the bond issuer may not be able to pay interest or return principal due to changes in the financial condition of the issuer, borrower, counterparty, or underlying collateral. Market risk, or systematic risk, is the risk that results from the characteristic behavior of an entire market or asset class. Prepayment risk is the risk that debt issuers may repay or refinance their loans or obligations earlier than anticipated. Duration risk measures the sensitivity of a bond’s price to a one percent change in interest rates. The higher a bond’s duration, the greater its sensitivity to interest rates changes.

CRN: 2022-1128-10482 R Link 7436
Portfolio Facts
Strategy Inception 8/2005
Benchmark Bloomberg U.S. Intermediate
Government/Credit Bond Index
Objective Income and Capital Preservation
Minimum Investment $250,000
Lead Portfolio Manager

Scott Colyer, CEO

Senior Portfolio Manager

Years of experience: 30-plus

READ INSIGHTS BY SCOTT COLYER

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AAM Managed Strategies