Click here for our client relationship summary: (Form CRS)



We offer multiple portfolio strategies through many different venues.  Our investment management services can be accessed in many ways; including, but not limited to:



For Individual Investors


Custom portfolio design for your individual, joint, trust, or retirement account.


For Advisors


Many of our portfolio strategies are available  on select national advisory platforms.  We also have direct selling agreements with many of the nation's largest independent broker dealers.


For Institutions


Investment advisory services for your corporate accounts, profit sharing plans, 401(k) plans, charitable accounts, and more.  We can work with you at nearly every level, from endowment fund management through designing investment strategies tailored to meet the needs of individual participants in your company retirement plan.







AAMA provides unbiased, objective investment advice.  Because we are an independent firm, our investment management decisions are aligned with our clients' best interests, not based on alliances with any financial institution.