We discuss their goals and objectives.
But most importantly, we listen.
We ask questions, assess needs, and agree upon specific goals and risk tolerances.
We begin to develop a bond with our clients borne from the pursuit of common purposes and a trust built on honesty, integrity and candidness.
Secondly, through our well-grounded discipline and proven methodology, we navigate the information-laden investment arena to analyze a broad spectrum of opportunities and alternatives.
We believe that stock market portfolio performance can be enhanced best by emphasizing broad areas of the market that are under-valued and reducing exposure to those that are over-valued.
We assess broad areas of the market by industries, sectors and market capitalization. For international portfolios, exposures are also targeted by geographic areas.
Through objective inquiry, intense research and investigation, we identify investment opportunities, undervalued markets and determine the appropriate allocations for our clients. And, through our ongoing partnership with our clients, we develop an asset allocation strategy that yields desired results and achieves goals.
And that’s just the beginning.
With diligent monitoring and experienced professional oversight, we evaluate cycles and trends. We anticipate and react to market conditions, rebalancing portfolios based on our methodologies.
Thirdly, we talk with and listen to our clients, making sure they understand our strategies and that we understand their needs.
We provide comprehensive and understandable reports that detail balances, earnings, and rates of return.
And, we continually counsel, collaborate and communicate with our clients.
RESULTS-DRIVEN.
Meeting or exceeding expectations over time is the primary measure of success in our business.
We research markets. We evaluate economic data. We diversify portfolios. We manage risk. We strive to assist clients in meeting their investment goals and objectives.
EXPERT.
Wisdom and discernment can not be coached. They must be earned through years of experience, through daily insights, through constant challenges.
Combined, our investment experts have more than 100 years of investment experience that spans decades of stock and bond market cycles. That means years upon years of sorting out truth from tale, moving from strength not weakness, and choosing strategic moves over emotional reaction.
And our experience and expertise are evident in each decision and counsel we give to our clients.
ACCESSIBLE.
When clients have questions, they want answers … not wait times, not call centers, not recordings.
Our clients choose AAMA because of our people, so it just makes good sense to ensure we are accessible to our clients whenever they need.
Whether it is understandable monthly reports, scheduled review meetings, informative newsletters filled with insightful observations, or just picking up the phone when clients call, we’re here when our clients need us.
We pride ourselves on establishing and maintaining quality relationships. We are not motivated by the mere number of relationships we can establish, but by the quality, longevity and sustainability of the relationships we enjoy with our clients.