Tariffs… Monetary Policy… Inflation… Recession Fears… Market Volatility… Federal Spending Plans… Credit Downgrades… Trade Wars… There are a lot of elephants in the room today, and it seems like every day we get a few more shoved in. At some point you have to wonder, “when will the room blow up?” All joking aside, the
May 2025 Market Q&A – A Conversation On The State Of The Markets And Economy Today Read More »
They say don’t sell on performance… but that’s simply not practical. Financial advisors and asset managers, alike, are in a business that revolves around performance. What’s more, performance understandably ranks as a top criterion for investors when assessing the value of their financial advisor. So how do you strike a balance between selling on performance,
Where Does Performance Fit In The Sales Process? Read More »
People feel (and remember) the pain of loss more than the joy of an equal gain. We feel this dynamic should be carefully weighed within the portfolio construction process. In this article, featured in thewealthadvisor.com, we outline three key considerations for advisors. Click here to read the full article.
Times change… And if you don’t change with the times, you tend to get left behind. I remember when Advanced Asset Management Advisors (AAMA) began in 1999. Things moved a little slower then. There were, of course, always client challenges and demands. But all-in-all, there seemed to be more time to address them. Today, things
Uncertainty in the investment world can be defined in many ways. You can look at standard deviation trends, the VIX, media headlines and pundit warnings, economic indicators, and even consumer sentiment ratings. Or a more readily available indicator – questions from your clients. There’s little doubt that we are currently managing through uncertain times. And
4 Talking Points to Soothe Shaky Investors in Uncertain Markets Read More »
If you’ve spent any amount of time as a financial advisor, you’ll know all too well that the investment road is full of bumps, potholes, and unexpected corners. Now there are two ways to deal with these obstacles. You can plow through them, feeling the full effect of each jarring bump. Or, you can navigate
Tactical Beta – The Client-Friendly Growth Strategy Read More »
Every business wants to grow. A growing business is typically a healthy business. With growth comes increased resources and opportunity, which then leads to more growth. The cycle goes on and on. The same is true for stagnation. Stagnation tends to create hurdles that can threaten your business, such as limited cashflows. But we know
3 Keys to a Better Client Experience (And Technology Has Nothing to Do With It) Read More »
In any service industry, happy clients are the life blood of your business. And in financial services, where our investors’ livelihood is at play, there’s very little margin for error in the client experience we create. But between juggling hats—from prospecting to market oversight and attending to clients—creating a consistently positive client experience across your book
Strength in Numbers: How to Leverage Strategist Partners for Better Client Experiences Read More »
By continuing, you will navigate away from aamaweb.com to multimarketportfolios.com – a website dedicated to the Multi-Market Portfolio Series.
Do you wish to proceed?
multimarketportfolios.com is also managed by Advanced Asset Management Advisors. There, you’ll find a comprehensive overview of the model series, the managers working together to deliver the model series, and the funds that have been strategically selected within each model. You’ll also find relevant commentary and updates.