March 21, 2016
January 27, 2016
Customized portfolios selected and managed by professional managers.
AAM partners with a select number of high-quality investment managers who want to leverage our distribution capabilities.
Vice President, Director of Asset Management
28025 IH-10 West
Boerne, TX 78006
Toll Free: 855.446.6138
Vice President, Asset Management Sales
18925 Base Camp Road
Monument, CO 80132
We provide advisors with customized fixed income and equity portfolios that are managed by highly specialized, experienced investment professionals
Invests primarily in investment grade, municipal securities with an intermediate duration.
May be suitable for clients looking to take advantage of the dislocation in the credit markets.
Leverages a proprietary technical analysis using a bottom-up approach focusing on a stock's unique technical characteristics.
Invests primarily in investment grade, short-to intermediate maturity municipal bonds.
A dynamic, value oriented fixed income strategy that is managed to duration.
A 50-stock portfolio that is a domestic dividend play with diversification across 10 sectors.
Invests primarily in AA- and AAA-rated Treasury, Government Agency and Corporate issues.
Seeks to provide high current income through carefully selected closed-end funds.
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