An emphasis on solid investment disciplines and specific asset classes
Partnering with select institutional managers
Helping investors meet their current cash flow and future capital appreciation goals.
Customized portfolios selected and managed by professional managers
Unlimited access to our bond offerings and dedicated, personal support
Innovative investment and risk management solutions
March 30, 2023
March 27, 2023
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WE EMPOWER FINANCIAL PROFESSIONALS TO SUCCEED
The AAM Fund Family was created to provide financial professionals with access to carefully selected boutique and institutional managers that we believe have distinct approaches and proven investment processes and can add value to investor portfolios.
Our selection process is designed to uncover managers with little to no presence in the retail space, but that have a wealth of capabilities, experience, and a strong history of managing assets. These hand-selected managers primarily serve institutional clients, so are typically not otherwise available to individual investors.
A large cap core equity fund that seeks to provide current and growing income, downside protection and lastly, capital appreciation.
Seeks to provide long-term total return and current income. Parameters are set to potentially lower volatility due to moves in interest rates and credit spreads relative to traditional fixed income.
Employs an opportunistic, income-oriented approach in seeking to identify opportunities with the overall goal of maintaining and increasing current income.
A concentrated REIT portfolio with attractive valuations, across most real estate sectors with the overall goal of providing long-term total return through a combination of capital appreciation and current income.
LEARN MORE ABOUT AAM AND ITS CAPABILITIES
Empowering Financial Professionals to Succeed for 40+ Years
Important Historical Milestones
Meet Our Partners
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.
AAM acts as investment advisor to the Funds. HIMCO serves as sub-advisor to the AAM/HIMCO Short Duration Fund. Bahl & Gaynor Investment Counsel serves as sub-advisor to the AAM/Bahl & Gaynor Income Growth Fund. The AAM/Insight Select Income Fund’s investment sub-advisor is Insight North America LLC (INA). INA is part of ‘Insight’ or ‘Insight Investment’, the corporate brand for certain asset management companies operated by Insight Investment Management Limited including, among others, Insight Investment Management (Global) Limited and Insight Investment International Limited. Phocas Financial serves as sub-advisor to the AAM/Phocas Real Estate Fund. None of these firms are affiliated with AAM or IMST Distributors or any of their affiliates. These funds are distributed by IMST Distributors, LLC.
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