Portfolio Monitoring

Comprehensive portfolio review, research and construction helps meet specific investor objectives.

Advisors Asset Management (AAM) offers extensive portfolio support customized for advisors and their clients. Our Advisory Consultants can create individual portfolios designed to meet specific investor objectives, such as maximizing income, managing risk, tax-advantaged investing and wealth preservation.

AAM conducts comprehensive portfolio reviews for new and existing holdings. These reviews are presented in a detailed report showing both before and after scenarios. All proposals and reports can be private labeled to include your information, logo and disclosures, as well as your client’s information, if desired. You can also utilize our online report manager and our extensive offering system to build custom portfolios online.