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
September 11, 2023
August 21, 2023
TOP
Deeply rooted in the fixed income markets since 1979, Advisors Asset Management, Inc. (AAM) has provided financial professionals with comprehensive access to the bond market in conjunction with simple and efficient trading support. Our long-standing relationships and capital markets expertise allow us to position and maintain a diverse inventory of securities, offering professionals the opportunity to capitalize on attractive yields, unique credits, and a broad maturity spectrum.
Our capital markets proficiency has spanned decades of economic ups and downs and we are well-equipped to help you navigate the fixed income markets. Built on a foundation of service and integrity, we put the financial professional’s best interest first, providing quality advice and investment solutions focused on individual business needs. It’s how we do business.
Who We Serve
Independent Broker/Dealers (IBDs)
IBDs across the nation rely on our fixed income tools, trading, and service to help them succeed.
For over 40 years, AAM has served as an outsourced bond desk and premier capital markets resource for top independent broker/dealers (IBDs) across the nation. We actively work with 100 IBDs, providing complete access to the fixed income markets along with comprehensive trading and sales support. Additionally, we support more than 30,000 financial professionals, offering flexible and efficient solutions which help broker/dealers reduce costs and increase revenues.
From regulatory change to recruitment, AAM understands the unique challenges IBDs face. Working as an extension of your business, we are fully engaged in your success and the success of your representatives. Our business model strives to make partnering with AAM simple, intuitive, and flexible, giving IBDs the confidence and freedom to focus on growth.
How AAM Benefits Broker/Dealers
Financial Professionals
AAM delivers expert guidance, customized sales support, and timely income.
Over 30,000 financial professionals leverage AAM’s capital markets expertise and trading efficiencies to enhance their productivity and differentiate their practice. By utilizing AAM’s value-add resources, you can free up your time to focus more on servicing and growing assets.
Whether you’re looking for one-on-one, collaborative support to help you navigate the capital markets, or simply seeking access to the fixed income markets and trade execution, AAM is your go-to resource for investing in the capital markets.
Market Access and Trade Execution
AAM is dedicated to providing financial professionals with market access and efficient trade support. Utilizing sophisticated technology backed by an experienced Trading Desk, product specialists are skilled at identifying market opportunities and assisting with trade execution.
Personalized Support and Portfolio Analytics
Highly trained Advisory Consultants take a collaborative, consultative approach to working with wealth managers, offering holistic advice and value-add service. In addition to providing market access and trade execution, AAM’s Advisory Consultants seek to provide relevant insights and portfolio suggestions.
Registered Investment Advisors (RIAs)
AAM’s investment solutions and support services give RIAs the confidence and freedom to focus on growing their business.
Over 500 RIAs rely on the strength and expertise of AAM to efficiently connect them to the capital markets.
Our fee-based solutions help RIAs manage risk, increase efficiencies, and optimize capital to effectively meet the needs of high-net worth and ultra-high-net worth investors. Our high-touch business model strives to make partnering with AAM simple, intuitive, and flexible. As your one-stop for capital markets access and expertise, AAM is dedicated to your success, giving you the confidence and freedom to focus on growth.
How AAM Benefits RIAs
Institutional Middle Markets
AAM delivers comprehensive market access, actionable trade ideas, and value-add customer support tailored to the needs of middle-market clients.
AAM’s capital markets sales and trading teams recognize the unique needs of the middle-market client base, offering personalized service and high-quality trade execution. We support more than 125 institutional clients, focusing on the sophisticated investment needs of insurance companies, traditional asset managers, hedge funds, and trust account business models, among others.
As a premier fixed income resource, AAM takes a collaborative approach to working with middle-market clients, delivering a full breadth of trading services, including efficient liquidity. Our goals directly align with the structure and par value requirements of our professional business counterparties.
How AAM Benefits Institutional Middle Markets
CRN: 2018-0502-6640R
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