PlanMember Advisor Resources

Advanced Asset Management Advisors exists to help advisors create consistently positive client experiences.  We help you do that in two ways. First, we deliver fundamentally-rooted investment portfolios, guided by the black and white statistics of market pricing and sector valuation. This process is simple, understandable, and tends to be reliable. Second, we aim to be extremely accessible and collaborative with you—from discussing potential portfolio blends to helping you field those tough client questions. Asset managers are commonplace and investment options are endless. What isn’t commonplace is a strategist that sees itself as your partner. That’s what we aim to be, your fundamental investment partner.

Below you’ll find a comprehensive list of our model portfolios, along with useful links and insights. If you have any questions or if you require any additional information, don’t hesitate to reach out to us here. We’d love to speak with you. 

Domestic Models

AAMA Aggressive Growth Portfolio

Target Composition: 98% Equity | 2% Fixed Income/Cash

Seeks exceptional long-term appreciation of capital. Invests in mutual funds with allocations primarily to domestic common stocks. The portfolio may have significant concentrations in specific market sectors, and may include mutual funds that are aggressively managed, and that specialize in small-cap and emerging growth companies.

AAMA Growth Portfolio

Target Composition: 98% Equity | 2% Fixed Income/Cash

Seeks long-term appreciation of capital. Invests in mutual funds with allocations primarily to domestic common stocks. The portfolio may have significant concentrations in specific market sectors.

AAMA Moderate Growth Portfolio

Target Composition: 75% Equity | 25% Fixed Income/Cash

Seeks long-term appreciation of capital and interest income. Invests primarily in mutual funds with allocations to equity securities, with a small portion of fixed income funds. Sector weightings are in line with AAMA’s fundamental valuation process. 

AAMA Strategic Balanced Portfolio

Target Composition: 40-80% Equity | 20-60% Fixed Income/Cash

Seeks long-term appreciation of capital and interest income. Allocation between stock, bond, and money market funds are adjusted dynamically, based on AAMA’s fundamental market pricing and sector valuation process. 

AAMA Balanced Portfolio

Target Composition: 50% Equity | 50% Fixed Income/Cash

Seeks long-term appreciation of capital and interest income. Investments are split equally among funds with allocations to fixed income securities and equity allocations. Sector weightings are in line with AAMA’s fundamental valuation process.

AAMA Moderate Fixed Portfolio

Target Composition: 25% Equity | 75% Fixed Income/Cash

Seeks interest income and modest appreciation of capital. Invests primarily in mutual funds with allocations to fixed income securities, with a small portion of equity funds. Sector weightings are in line with AAMA’s fundamental valuation process. 

Global Models

AAMA Global Aggressive Growth Portfolio

Target Composition: 83% Dom. Equity | 15% Int. Equity | 2% Fixed Income/Cash

Seeks exceptional long-term appreciation of capital. Invests in a mix of domestic and international funds with allocations primarily to common stocks. International exposure is adjusted periodically, in line with AAMA’s fundamental equity market valuation process. Allocations may have significant concentrations in specific regions and economic sectors, based on relative attractiveness. May include mutual funds that are aggressively managed, and that specialize in small-cap and emerging growth companies.

AAMA Global Growth Portfolio

Target Composition: 83% Dom. Equity | 15% Int. Equity | 2% Fixed Income/Cash

Seeks long-term appreciation of capital. Invests in a mix of domestic and international funds with allocations primarily to common stocks. International exposure is adjusted periodically, in line with AAMA’s fundamental equity market valuation process. May have significant concentration in specific regions and economic sectors, based on relative attractiveness. 

AAMA Global Strategic Balanced Portfolio

Target Composition: 34-68% Dom. Equity | 6-12% Int. Equity | 20-60% Fixed Income/Cash

Seeks long-term appreciation of capital and interest income. Invested in a mix of domestic and international stock, bond, and money market funds. International exposure is adjusted periodically, in line with AAMA’s fundamental equity market valuation process. May have significant concentrations in specific regions and economic sectors, based on relative attractiveness. 

The information and opinions in this report have been prepared by the investment staff of Advanced Asset Management Advisors (AAMA). This report is based upon information available to the public. The information herein is believed to be reliable and has been obtained from sources believed to be reliable, but AAMA makes no representation as to the accuracy or completeness of such information. Opinions, estimates and projections in this report constitute AAMA’s judgment and are subject to change without notice. This report is provided for informational purposes only. It is not to be construed as a recommendation to buy or sell or a solicitation of an offer to buy or sell any financial instruments or to participate in any particular trading strategy in any jurisdiction in which such an offer or solicitation would violate applicable laws or regulations.

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This page contains information and resources intended for PlanMember-affiliated investment professionals. Please confirm that you are a PlanMember affiliated advisor to gain access to AAMA’s model fact sheets, commentary, and advisor insights. 

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