Press Releases


Advisors Asset Management Announces Strategic Partnership with Rothschild Asset Management

Partnership combines AAM’s distribution model with Rothschild’s investment management capabilities

MONUMENT, COLO. – March 30, 2016 – Advisors Asset Management (AAM) today announced a strategic partnership with Rothschild Asset Management Inc., the U.S. asset management business of Rothschild&Co ("Rothschild"). The partnership will combine AAM’s national distribution model with Rothschild’s investment management capabilities.

“Since the founding of AAM in 1979, we have grown our business by partnering with market participants that occupy distinctive positions and offer unique value to investors and advisors,” said AAM Chief Executive Officer Scott Colyer. “The partnership with Rothschild is consistent with this operating philosophy. We look forward to growing our relationship with Rothschild and helping the firm bolster its position in the U.S. market.”

AAM has previously partnered with large investment managers such as KKR Asset Management, Shenkman Capital, Bahl & Gaynor Investment Counsel and Hartford Investment Management Co., to deliver unique investment strategies to a broad investor audience. AAM advises to approximately $15.8 billion in assets as of December 31, 2015.*

“Through our partnership with AAM, we are continuing to build a preeminent asset management business in North America,” said Rothschild Asset Management Chief Executive Officer Mike Woods. “AAM’s exceptional distribution support and robust suite of innovative solutions makes the firm an ideal partner as we continue to expand our presence in the U.S. marketplace.”

About Advisors Asset Management

For more than 35 years, AAM has been a trusted resource for financial advisors and broker/dealers. It offers access to UITs, open- and closed-end mutual funds, separately managed accounts (SMAs), structured products and the fixed income markets, as well as portfolio analytics. For more information, visit

About Rothschild Asset Management Inc.

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

*As of December 31, 2015, the brokerage and advised business at AAM represents approximately $15.8 billion in assets. (Assets under supervision represent $8.6 billion in UIT assets. The firm has $6.4 billion in assets under administration that represents the non-proprietary assets for which AAM provides various levels of service, but not management. The $799 million in assets under management represents AAM’s proprietary separately managed account and mutual fund assets.)

AAM is a broker-dealer, member FINRA/SIPC and SEC-registered investment advisor. 18925 Base Camp Road, Monument, CO.

CRN 2016-0328-5238 R

Michael Chiong
(646) 922-7764