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MUTUAL FUNDS

Partnering with select institutional managers

The AAM Fund Family was created to provide advisors and their clients with access to carefully selected institutional managers — managers we believe have unique approaches and proven investment processes that can add value to investor portfolios.

Because these managers primarily serve institutional clients, they are typically not otherwise available to advisors and individual investors.

Currently, we are pleased to offer mutual funds subadvised by Bahl & Gaynor Investment Counsel, Insight Investment*, Hartford Investment Management Company (HIMCO), and Phocas Financial.

AAM/Bahl & Gaynor Income Growth Fund
AFNAX • AFYCX • AFNIX
Large Cap Core Equity:
Primarily current and growing income, secondarily downside protection and thirdly long-term capital appreciation.
AAM/HIMCO Short Duration Fund
ASDAX • ASDCX • ASDIX
Short Duration Fixed Income:
Seeks current income and long-term total return.
AAM/Insight Select Income
CPUAX • CPUCX • CPUIX
Intermediate Fixed Income:
Seeks a high rate of current income.
AAM/Phocas Real Estate Fund
APRAX • APRIX
Real Estate:
Seeks long-term total investment return through a combination of capital appreciation and current income.

*Insight Investment includes Insight Management (Global) Limited (IIMG), Pareto Investment Management Limited (PIML), Cutwater Asset Management Corp (CAMC) and Cutwater Investor Services Corp (CISC), each of which provides asset management services and which are associated with a broader group of global investment managers that also (individually and collectively) use the corporate brand Insight Investment and may be referred to as “Insight”, “Insight Group” or “Insight Investment”.

You should carefully consider the investment objectives, potential risks, management fees, and charges and expenses of the Funds before investing. The Funds' prospectuses and summary prospectuses contain this and other information about the Fund, and should be read carefully before investing. Click on the fund name to obtain a current copy of its prospectus and summary prospectus or call 888.966.9661.

All products shown above may not be available within your firm. Please consult your AAM Representative for more information.

Mutual fund investing involves risk, including the potential loss of principal.

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AAM partners with a select number of high-quality investment managers who want to leverage our distribution capabilities.

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How to Invest

The AAM Funds are available through many financial advisors and broker/dealers. You may also invest directly with the AAM Funds. Please select the application you need and return it by mail with a minimum initial investment of $2,500 or more:

AAM Funds

c/o UMB Fund Services

235 West Galena St

Milwaukee, Wisconsin 53233

Phone: 888.966.9661

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AAM is a SEC registered investment advisor and member FINRA / SIPC . Registrant MSRB.

This material is not intended to be a recommendation or investment advice, does not constitute a solicitation to buy or sell securities, and is not provided in a fiduciary capacity within the meaning of the Employee Retirement Income Security Act of 1974 (ERISA) and the Internal Revenue Code. The information provided does not take into account the specific objectives or circumstances of any particular investor, or suggest any specific course of action. Investment decisions should be made based on an investor’s objectives and circumstances and in consultation with his or her advisers.