Fixed Income Solutions
Managing risk, increase efficiencies, and optimize capital
Experience Matters. People Matter.
With 45 years in the fixed income marketplace, AAM has the knowledge and experience to help RIAs effectively navigate the bond market.
We maintain a team of 19 Advisory Consultants. Our senior consultants average 21 years of industry experience and 16 years with AAM. Providing quality insights and market context, these fixed income specialists are skilled at identifying pockets of opportunity within the bond market as well as assisting with trade execution.
AAM Advisory Consultants are a trustworthy and dependable resource for RIAs.
- Market and credit insights along with actionable trade ideas
- Ability to trade with most custodians to ensure operations efficiency
- Real-time monitoring and alerts of known bond positions
- Customized portfolio analytics; review of existing positions and new portfolio creation
- Private-label reporting
Why AAM?
Our capital markets proficiency has spanned decades of economic ups and downs and we are well-equipped to help you navigate the fixed income markets. Built on a foundation of service and integrity, we put the RIA’s best interest first by providing quality advice, trading and operational support, and investment solutions focused on your individual business needs.
Broad Capital Markets Access
- All bond types from an extensive network of trading partners
Municipals, Taxable Bonds (Agencies, CDs, Corporates, Mortgages, Treasuries, Zero Coupons), Structured Products, Preferreds - Open architecture model providing access to all major ECNs and strong relationships and direct feeds from major dealers
Robust in-house inventory with odd-lot opportunities - DVP capabilities and trade-away accommodations with RIA custodians as well as prime broker, if preferred
Experienced Trading Desk
- 13 Fixed Income Traders averaging 22 years experience
Primary market new issuance participation, secondary trading and liquidity, expertise in origination with ability to underwrite - Efficient market-maker providing competitive price transparency
- Operational expertise and ease of trading with custodians
Tools and Technology
- Intuitive website that aggregates the entire bond market with search capabilities and reporting tools
- Real-time monitoring and alerts of known bond positions through AAM's Advisor Dashboard
Bond maturities, rating changes, call notices, significant price fluctuations, corporate actions - Resources to help with regulatory requirements
Resources and Marketing Support
- Professional portfolio review and analysis customized for RIAs in a private-labeled report
- Marketing literature and online education with CE credit opportunities
- Access to credit research and analysis along with actionable commentary, weekly bond credit report, timely sales ideas, and market insight
Create Tailored, High-Value Solutions
Diversify investor portfolios without compromising control
Like a fine, tailored suit many investors desire personalized solutions that are suitable for their individual financial needs and objectives.
With a focus on communication and transparency, AAM's reverse inquiry competencies allow us to help advisors create custom structured solutions designed to help investors express specific market views through market participation, potential yield enhancement, portfolio hedging and risk mitigation.
One-Stop Resource - www.AAMLive.com
Login to www.aamlive.com to leverage AAM’s enterprise-level resources to meaningfully enhance the investor experience through expanded solutions, proven marketing tools and customized sales support.
Online Bond Inventory
Login to AAMLive to access all types of fixed income securities and search more than 100,000 live bond offerings from all major ECNs (Exchange Traded Networks) as well as AAM’s inventory and direct feeds from some of the largest institutional desks on the street.
Portfolio Reports & Analytics
Advisors can generate and save Cash Flow Reports and Quick Lists OnDemand, with the ability to refresh pricing and bond details as needed. AAM Advisory Consultants can also provide professional portfolio review and analysis customized for advisors in a private-labeled report.
Advisors Dashboard
Real-time monitoring of known bond positions and security-level alerts. Identify upcoming maturities using our Pipeline Report and stay on top of security developments that can affect portfolios using Monitored Portfolio Solutions (MPS).
Leverage Marketing and Sales Resources
AAM maintains an extensive library of retail-friendly literature designed to help advisors educate investors and properly position bonds in portfolios. Additionally, economic commentary and analysis from AAM thought leaders help advisors navigate the market.
Our Sales Commitment
Our knowledgeable sales team is committed to providing quality interactions and investments that are in the best interest of investors. AAM Advisory Consultants can help advisors make informed investment decisions by providing insight and market context.
Have specific inquiries? Send us open inquiries and/or specific product needs and AAM will send you inventory opportunities and sales ideas that fit your criteria. Click here to submit
AAM's Trade Desk Advantage
Specializing in specific bond types and sectors, AAM’s Trading Desk utilizes sophisticated technology and decades of experience to help identify market opportunities and assist with trade execution. With expertise in origination and execution, we offer well-vetted, quality investment solutions designed to deliver the most appropriate solution based on investor objectives.
Let us know how we can help you!
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. The firm offers access to alternatives, exchange-traded funds, the fixed income markets, managed accounts, mutual funds, structured products, and unit investment trusts. AAM is a part of SLC Management, the institutional alternatives and traditional asset management business of Sun Life.
In 2025, AAM facilitated over $27.5 billion in combined sales and investments through 12,350 financial professionals industry-wide who accessed AAM’s investment solutions platform. Of the $27.5, approximately $6 billion were Exchange-Traded Fund (ETF), Managed Account (SMA), Mutual Fund, and Unit Investment Trust (UIT) assets, while $21.5 billion was in Fixed Income securities, including bonds and Structured Products.
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.
CRN: 2025-0415-12479 R (Link 10741) | Updated as of 1/1/2025