Strategic Balanced Portfolio

AAMA’s Strategic Balanced Portfolio seeks long-term appreciation of capital through investment in mutual funds with common stocks, bonds and money market instruments. AAMA adjusts asset class allocations based on AAMA’s proprietary equity market valuation discipline, a quantitative, disciplined process that requires periodic, quantitative adjustments to equity exposure as valuations and prices change.

Exposure to the equity market ranges from 40 to 80 percent of assets, depending on the relative attractiveness of equity investments. The balance of assets is invested in bond funds or money market funds.

This portfolio serves those investors who want long term growth of capital with moderate income, want lower volatility than the equity market, and have a moderate to long term time horizon.