Best-in-class Asset Management Solutions for RIAs
Provided by Advisors Asset Management, Inc.
Premier access to Institutional & Boutique Alpha Managers
Best-in-Class Asset Managers -- Click here to learn more about our partners
AAM offers RIAs premier access to Institutional & Boutique Alpha Managers providing ESG (Environmental, Social, and Governance ), International, Fixed Income, Small & Large Cap Solutions across SMAs, Mutual Funds, UITs & ETFs.
Download the AAM Solutions Guide for RIAs to view a full list of investments and platform availability.
The Boutique Difference
AAM partners with asset managers with recognized market segment expertise and a proven investment process. These managers focus
on what they do best, preferring to be managers not asset gatherers. Partnering with AAM allows them to remain nimble and focus on market opportunities. Our relationship also affords RIAs unique access to these specialists and portfolio manager teams.
Separately Managed Accounts (SMAs)
Personalized solutions from highly experienced AAM fixed income and equity experts, as well as access to institutional and boutique managers. Our strategies range from conservative, tax-exempt portfolios to aggressive equity portfolios.
Exchange-Traded Funds (ETFs)
AAM’s innovative family of ETFs focus on income and value, seeking to help investors meet current cash flow and capital appreciation goals
Mutual Funds
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.
Unit Investment Trusts (UITs)
AAM is the #2 UIT provider in the nation, with over 60 active offerings from AAM and a carefully vetted network of strategic partners.
Additional Resources
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CapitalMarkets@aamlive.com
888.969.2663
Advisors Asset Management, Inc. -- Company Profile
Established in 1979, AAM has become a highly respected financial force providing complete portfolio solutions tailored to the individual needs of financial professionals. Our results-oriented advisor-centric service model and industry experience differentiate us from the competition by adding real value to your financial services business.
For 45 years, AAM has been a trusted resource for financial professionals. We offer access to UITs, open- and closed-end mutual funds, separately managed accounts (SMAs), structured products and the fixed income markets, as well as portfolio analytics and now exchange-traded funds (ETFs).
As of December 31, 2023, the brokerage and advised business at AAM represents approximately $41.4 billion in assets. (Assets under supervision represent $5.4 billion in UIT assets. The firm has $32.1 billion in assets under administration that represents the non-proprietary assets for which AAM provides various levels of service, but not management. The firm's $3.9 billion in assets under management represents AAM's proprietary separately managed account, mutual fund and ETF assets.)
For informational purposes only. Does not pertain to any security product or service and is not an offer or solicitation of an offer to buy or sell any product or service.
All investment strategies and investments involve risk, including the possible loss of principal, and may not be suitable for all investors.
You should carefully consider the investment objectives, potential risks, management fees, and charges and expenses of the AAM Mutual Funds before investing. The Funds’ prospectuses and summary prospectuses contain this and other information about each Fund, and should be read carefully before investing. You may obtain a current copy of each funds’ prospectus and summary prospectus by calling 888.966.9661.
Unit Investment Trusts (UITs) are sold only by prospectus. You should consider the trust’s investment objectives, risks, charges and expenses carefully before investing. Contact your financial professional or visit Advisors Asset Management online at www.aamlive.com/uit to request a prospectus, which contains this and other information about the trust. Read it carefully before you invest or send money.
The exchange-traded fund's investment objectives, risks, charges and expenses must be considered carefully before investing. The prospectus and summary prospectus contains this and other important information about the investment company, or a free, hard-copy may be obtained by calling 800.617.0004. Read it carefully before investing.
Advisors Asset Management, Inc. (AAM) is an SEC-registered investment advisor and member FINRA/SIPC. AAM ETFs are distributed by Quasar Distributors, LLC. The AAM Mutual Fund Family is distributed by IMST Distributors, LLC. Quasar, IMST and AAM are not affiliated.
Advisors Asset Management, Inc. (AAM) is a SEC-registered investment advisor and member FINRA/SIPC.
Registration does not imply a certain level of skill or training.
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