Managed Accounts

Customized portfolios selected and managed by professional managers.

As a dynamic, client-centric firm, Advisors Asset Management, Inc. (AAM) is continually looking for ways to grow the products and services we provide to advisors so that you may, in turn, find the investment solutions that best meet your clients’ objectives. In doing so, AAM has established a growing network of strategic partners. To find out more about particular strategic partners, please click one of the logos below.

Bahl & Gaynor Investment Counsel

Founded in 1990, Bahl & Gaynor Investment Counsel is an independent registered investment advisor located in Cincinnati, Ohio.

As of September 30, 2018, the firm manages/advises $25.4 billion* and offers equity, balanced, and fixed income investment strategies. Bahl & Gaynor purchases "high quality" companies at sensible valuations. It is their goal to seek consistent performance while at the same time attempting to provide downside protection.

Bahl & Gaynor makes investment decisions through an Investment Committee. The Investment Committee is comprised of 15 senior investment professionals who are actively involved in the decision making process. All of these senior managers function as portfolio managers, research analysts, and client service contacts. They function as peers with each having an equal vote on portfolio security purchases and sales.

* B&G assets under management were $11.7 billion and SMA platform assets under advisement were $13.7 billion as of 9/30/2018.

Rothschild & Co Asset Management US Inc.

Headquartered in New York, Rothschild & Co Asset Management US Inc. manages investments covering a range of U.S. securities including large-cap, small/mid-cap, small-cap, and balanced strategies. Rothschild & Co seeks to provide superior performance while controlling risk. The firm's seasoned teams of investment professionals use a disciplined investment philosophy and an integrated process focused on fundamentals.

Rothschild & Co manages assets for a broad range of clients including: corporations, endowments, foundations, healthcare organizations, high-net-worth investors, public pension funds, sub-advisory and Taft-Hartley plans. The firm also offers alternative private funds to qualified investors and sub-advise risk-based index products.

As of September 30, 2018, Rothschild & Co Asset Management US Inc. manages $10.9 billion in AUM.

Todd Asset Management

Todd Asset Management traces its roots to 1967 when Bosworth Todd founded Todd Investment Advisors as a value-oriented investment advisor employing the customary measures of identifying attractive value. In 1986, responding to changing markets and frustration with the static nature of standard value practices, Todd Investment Advisors adopted its unique methodology using intrinsic value to identify a stock's true underlying value. Today, with nearly 30 years of experience with the intrinsic value methodology, Todd Asset Management continues to believe Price to Intrinsic Value ("P/IV") is still the most effective method for determining the relative attractiveness of one stock versus another regardless of economic sector.

As of September 30, 2018 Todd Asset Management manages $3.8 billion in AUM.

Services for Investment Managers

AAM partners with select investment managers to create distribution opportunities.