Fundamentally-Sound Investment Strategies
AAMA’s exists to help investors reach their long-term investment objectives with greater consistency and confidence. To do that, we lean on a time-tested investment process that is rooted in observable, measurable, and historically-relevant data — fundamental market pricing and sector valuation. We package that process into risk-based model portfolios, available across a wide array of TAMPs, broker dealers, and model marketplaces.
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- Domestic Portfolios
Our core suite is built around black and white statistics of fundamental market pricing and sector valuation.
In equities, we seek to identify attractive sectors of the market and tilt portfolio allocations toward those sectors — and away from sectors with greater perceived risk. Our fixed income sleeve focuses on credit spreads, interest rate trends, yield curve measurements, and inflation. First, we evaluate the amount of credit risk that is appropriate to support the model portfolio. Next, we set the target maturity risk for the portfolio. A targeted fixed income portfolio is managed and blended throughout the series, in line with each model portfolio’s risk profile.
Aggressive Growth
Objective: Long-term capital appreciation
Target Allocation: 98% Equity | 0% Fixed Income | 2% Cash/Equivalents
Availability: AIM | Amplify | Envestnet | GWN Securities | Kades Margolis | Lincoln | Nucleus | Orion | PlanMember
Growth
Objective: Long-term capital appreciation
Target Allocation: 98% Equity | 0% Fixed Income | 2% Cash/Equivalents
Availability: AIM | Amplify | Envestnet | GWN Securities | Kades Margolis | Lincoln | Nucleus | Orion | PlanMember | SMArtX
Balanced Growth
Objective: Long-term capital appreciation
Target Allocation: 75% Equity | 23% Fixed Income | 2% Cash/Equivalents
Availability: AIM | Amplify | Nucleus | Orion
Balanced
Objective: Long-term capital appreciation
Target Allocation: 40-80% Equity | 18-58% Fixed Income | 2% Cash/Equivalents
Availability: AIM | Amplify | Envestnet | GWN Securities | Kades Margolis | Lincoln | Nucleus | Orion | PlanMember
Balanced income
Objective: Long-term capital appreciation
Target Allocation: 50% Equity | 48% Fixed Income | 2% Cash/Equivalents
Availability: AIM | Amplify | Nucleus | Orion | PlanMember | SMArtX
Capital Preservation
Objective: Long-term capital appreciation and interest income
Target Allocation: 25% Equity | 73% Fixed Income | 2% Cash/Equivalents
Availability: Amplify | Orion
Fixed Income
Objective: Interest income and protection of capital
Target Allocation: 0% Equity | 98% Fixed Income | 2% Cash/Equivalents
Availability: Amplify | Orion | SMArtX
*Allocations are target as of quarter end, and may vary. Portfolio holdings are subject to fund availability and may vary by platform.
**ETF model portfolios feature a 5% cash/equivalents allocation
- Global Portfolios
Our Global series builds upon the core fundamental process, adding a targeted international sleeve (up to 15%) to further diversify model holdings. We seek to identify attractive regions of the global markets through relative historical P/E ratios, earnings growth, price relative to book value, sales, cash flow, return on equity, and dividend yield. These fundamental valuation points are married with broader economic metrics, such as GDP growth, inflation, and credit rating to identify attractive regional markets.
Global Aggressive Growth
Objective: Long-term capital appreciation
Target Allocation: 98% Equity | 0% Fixed Income | 2% Cash/Equivalents
International Target: 15% Exposure
Availability: Amplify | Envestnet | GWN Securities | Kades Margolis | Lincoln | Orion | PlanMember
Global Growth
Objective: Long-term capital appreciation
Target Allocation: 98% Equity | 0% Fixed Income | 2% Cash/Equivalents
International Target: 15% Exposure
Availability: Amplify | GWN Securities | Kades Margolis | Lincoln | Orion | PlanMember
Global Balanced Growth
Objective: Long-term capital appreciation
Target Allocation: 75% Equity | 23% Fixed Income | 2% Cash/Equivalents
International Target: 12% Exposure
Availability: Amplify | Orion
Global Balanced
Objective: Long-term capital appreciation
Target Allocation: 40-80% Equity | 18-58% Fixed Income | 2% Cash/Equivalents
International Target: 9% Exposure
Availability: Amplify | GWN Securities | Kades Margolis | Lincoln | Orion | PlanMember
Global Balanced income
Objective: Long-term capital appreciation
Target Allocation: 50% Equity | 48% Fixed Income | 2% Cash/Equivalents
International Target: 8% Exposure
Availability: AIM | Amplify | Nucleus | Orion
Global Capital Preservation
Objective: Long-term capital appreciation and interest income
Target Allocation: 25% Equity | 73% Fixed Income | 2% Cash/Equivalents
International Target: 4% Exposure
Availability: Amplify | Orion
*Allocations are target as of quarter end, and may vary. Portfolio holdings are subject to fund availability and may vary by platform.
**ETF model portfolios feature a 5% cash/equivalents allocation
- Dividend Portfolios
AAMA has managed dividend portfolios since 1999, identifying dividend-paying companies that are suitable for a long-term balanced growth investment objective (which we’ve found too be in line with the lion’s share of dividend-seeking investors). Within our highly focused SMA portfolio, we use four key metrics to identify and evaluate dividend-paying companies — yield and yield stability, balance sheet quality, valuations, and earnings. Within the more broadly diversified ETF portfolio, allocations are centered around dividend-focused ETFs. Sector funds are also added to gain increased exposure to sectors that have earned a reputation as reliable dividend payers (i.e. Utilities, Telecommunications).
Dividend Growth SMA
Objective: Long-term capital appreciation
Target Allocation: 60% Equity | 0% Fixed Income | 40% Cash/Equivalents
Availability: Fidelity | SMArtX
High Dividend Growth ETF
Objective: Long-term capital appreciation
Target Allocation: 80-95% Equity | 0-15% Fixed Income | 5% Cash/Equivalents
Availability: AIM | Amplify | Kades Margolis | Nucleus | Orion
*Allocations are target as of quarter end, and may vary. Portfolio holdings are subject to fund availability and may vary by platform.
- Multi-Market Portfolio Series
For those in search of a fully-diversified, single-sleeve model portfolio, AAMA built the Multi-Market Portfolio Series – models that feature a strategic mix of bell whether funds from AAMA, Main Management, Potomac, and ICON Advisers, representing Core Beta, Active & Tactical, and Downside Diversifying allocations in a cohesive, risk-targeted package.
Multi-Market Portfolio Series
Risk Profiles: All Equity | Growth | Balanced Growth | Balanced | Balanced Income | Income
Blended Disciplines: Core Beta | Active & Tactical | Income & Diversifying
Availability: AIM | Amplify | AssetMark | Envestnet | GWN Securities | Kades Margolis | Nucleus | Orion
The above link will redirect you to multimarketportfolios.com
