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Advisors Asset Management

Filed under: Asset Manager for RIAs

Advisors Asset Management logo

Company info:

Scott Colyer
Top executive: Scott Colyer

18925 Base Camp Road, Suite 203

Monument, Colorado, United States, 80132

RIA department info:

Contact: Structured Products Contact

Trading: AAM_SPTrading@aamlive

CapitalMarkets@aamlive.com


Q&A:

What is the service or product you offer to RIAs?

Since 1979, AAM has helped RIAs manage risk, increase efficiencies, and optimize capital to effectively meet the needs of high-net worth and ultra-high-net worth investors. 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 individual business needs.

How do you differentiate your offering from competitors?

Service and expertise. With over 42 years in the fixed income marketplace, AAM has the knowledge and experience to help RIAs effectively navigate the bond market. Our team of 15 Advisory Consultants average over 16 years of industry experience and 13 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. • Market and credit insights and 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 • Access to all bond types from an extensive network of trading partners - Municipal Bonds - Taxable Bonds (Agencies, CDs, Corporates, Mortgages, Treasuries, Zero Coupons, Preferreds, and New Issues) CRN:2021-0624-9273R
What else would you like to say about your business?
In addition to our capital markets proficiencies, AAM provides a variety of asset management solutions, including Mutual Funds, ETFs, UITs, and Separately Managed Accounts. Building upon our legacy of supporting financial professionals, AAM maintains a strong network of institutional and boutique asset managers that have a niche expertise and proven investment process.

Learn more about AAM’s network or Asset Learn

Fixed Income Solutions for RIAs Webpage