Investment Management on Your Terms for Today - and Tomorrow

Investment management isn’t for everyone, but it can be an ideal solution if you’d like a structured, comprehensive process for managing your investments and financial life.  It's also a good alternative when your busy life gets in the way and you'd like more time for the fun stuff.

At AAM we believe financial success is more than a number.  Before we manage your investments, we talk about your priorities and what you'd like your money to do for you.  We'll analyze your current investments in the context of your goals to see what's working and what isn't.  Once the analysis is complete, we work together to create an Investment Policy Statement that outlines the parameters for managing your portfolio.

Using our disciplined process, we design a globally diversified portfolio to reflect your short and long-term goals, values, risk tolerance, tax situation, and cash flow needs.  We do our own research, security selection, and portfolio construction to ensure your portfolio is customized to you.  

We think simple and transparent beats complex and illiquid, so we use bonds, stocks, ETFs, and institutional shares of no-load mutual funds to build your portfolio.  We don't believe a one-size-fits-all-forever approach to investing works in every market environment, so we take a tactical approach.

As fiduciaries, we manage your money as if it were our own.  We will:

  • Regularly monitor your investments and reallocate your portfolio to maintain your asset allocation when markets fluctuate.
  • Minimize costs, taxes, and turnover whenever possible. 
  • Plan for your income and distribution needs.
  • Maintain a Financial Goal Plan to track your progress toward your goals. 
  • Provide quarterly performance reports and market commentary.
  • Meet with you on your schedule to review your portfolio and address financial issues. 
  • Adjust your portfolio and financial strategy as your life evolves and needs change.

Our asset management fees are based on a percentage of the value of your portfolio and include comprehensive financial planning and 24/7 consulting services.  Annual fees begin at 1% of your portfolio value and decline progressively as your assets grow.  The minimum account fee for portfolio management is $5,000 per year.

Let us help you manage the details while you enjoy your life.