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RIA INVESTMENT SOLUTIONS | STRUCTURED PRODUCTS | ASSET MANAGEMENT

Fixed Income Solutions


Manage 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 20 Advisory Consultants. Our senior consultants average 20 years of industry experience and 15 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.

Access

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
Trading

Experienced Trading Desk

  • 15 Fixed Income Traders averaging 23 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
Technology

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
Marketing

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

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AAM on the Markets

Commentary and insights from
AAM thought leaders and partners

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Resource Center

View fixed income marketing literature available for investors

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Navigating Market Cycles

Interactive web experience
exploring the market cycles

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Advisors Asset Management -- 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 differentiates 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.)

READ: AAM Milestones