SLC Management and its affiliated investment managers will offer their alternative investment strategies to the U.S. high net worth market.
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
March 04, 2024
January 29, 2024
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Market Linked Trusts
AAM has leveraged its experience as a leading sponsor of Unit Investment Trusts (“UITs”) to develop its new Market Linked Trusts (“MLTs”) which combine features of both Structured Products and UITs to offer investors unique investment opportunities with custom risk and return characteristics.
AAM MLTs are UITs designed to provide investors with participation linked to the performance of an underlying reference asset. This reference asset can be a basket of securities, such as publicly traded stocks or Exchange-Traded Funds.
Like all UITs, AAM MLTs are daily redeemable based on Net Asset Value (“NAV”). The trusts investment strategy is designed to achieve its investment objective over the life of the trust. If an investor redeems prior to the termination date, he or she may lose money. Also, MLTs generally hold exchange listed options which are guaranteed by the Option Clearing Corp (“OCC”). There is no guarantee that a liquid secondary market will be maintained for the FLEX options used as part of the trust's strategy. If there is a disruption in the options markets, and the Options Clearing Corporation cannot guarantee its obligations, this will adversely affect the trust and an investor can lose money.
Additional content:
Unit Investment Trusts (UITs) are sold only by prospectus. Contact AAM to request a prospectus or visit https://www.aamlive.com for more information.
NOT FDIC INSURED - NOT BANK GUARANTEED - MAY LOSE VALUE Advisors Asset Management, Inc. (AAM) is an SEC registered investment advisor and member FINRA/SIPC. 18925 Base Camp Road | Monument, CO 80132 | www.aamlive.com | CRN: 2019-0919-7694 R
CRN: 2019-0919-7694 R
Market-Linked CDs are complex and not suitable for all investors.
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