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
April 15, 2024
April 03, 2024
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Customized portfolios selected and managed by professional managers.
AAM provides financial advisors with customized fixed income and equity portfolios managed by highly specialized, experienced investment professionals that can help meet ongoing and varied investment needs. The below strategies range from conservatively positioned portfolios of income-oriented tax-exempt municipal bonds to more aggressive equity portfolios positioned for growth. We believe there is something for everyone.
Core Tax-Exempt
Tax-exempt income with a secondary emphasis on capital preservation by investing primarily in investment grade, short-to-intermediate maturity municipal bonds.
Core Plus Bond1
Above average income with a secondary emphasis on capital preservation by investing predominantly in investment-grade, taxable fixed income securities.
Conservative Taxable
Income and capital preservation with capital positioned in multiple types of securities such as, but not limited to, investment grade fixed income debt, preferred stock, exchange-traded funds and closed-end funds. Securities will be diversified according to market opportunities.
Core Plus
Above average income by utilizing an unconstrained strategy that invests in traditional debt instruments and/or alternative income producing assets2 that offer compelling value and a high level of income.
High 50® Dividend
Above average total return by investing in the common stock of 503 U.S.-headquartered companies selected by applying a specialized dividend-oriented strategy.
Peroni Method®
Capital appreciation by selecting securities utilizing the Peroni Method®, a bottom-up, proprietary, technical, research-based process that focuses on each stock’s individual technical merits.
Tactical Income
A high level of current income and capital appreciation by investing in a variety of carefully selected, income-producing closed-end investment companies (CEFs).
1The Core Plus Bond Strategy is different than AAM’s Core Plus Strategy. The Core Plus Bond Strategy invests predominantly in fixed income securities and generally does not invest in alternative income producing assets whereas the Core Plus Strategy includes investments in alternative income producing assets. The Core Plus Bond Strategy is available to financial professionals using the Envestnet platform.
2Alternative income producing assets include but are not limited to traditional equities, business development companies (BDCs), real estate investment trusts (REITs), exchange-traded funds (ETFs), master limited partnerships (MLPs), and closed-end funds (CEFs).
3Number of portfolio holdings between each rebalancing may vary slightly due to corporate actions, changes in GICS® sectors or classification, or significant changes in dividend policy.
CRN: 2022-1128-10482 R Link 7436
AAM partners with a select number of high-quality investment managers who want to leverage our distribution capabilities.
Chris Genovese
Managing Director, Asset Management Solutions
Direct: 631.390.2242
Toll Free: 888.455.2663 ext. 1
Email: SMAHelp@aamlive.com