Advanced Asset Management Advisors, Inc.

Advanced Asset Management Advisors (AAMA) provides investment advisory services to individuals and families — including high‑net‑worth clients — as well as IRAs, retirement plans, corporations, and charitable organizations. The firm also serves registered investment companies and other advisors, acting as portfolio manager for affiliated mutual funds and as a strategist for third‑party managed account programs.

AAMA offers customized portfolios, market‑neutral strategies, and a suite of Life‑Style model portfolios (Stable, Fixed Income, Moderate Fixed Income, Balanced, Strategic Balanced, Moderate Growth, Growth, Aggressive Growth, International Growth, and Frontier), using a client risk/return questionnaire to guide portfolio selection. The firm manages both discretionary and non‑discretionary assets, employs sub‑advisors for certain mandates, and implements portfolios primarily through non‑affiliated mutual funds and ETFs alongside its affiliated equity and income fund mandates.

Distinctive features disclosed in the brochure include AAMA’s role as a portfolio manager for investment company clients and its marketing practices: the firm discloses predecessor and hypothetical performance, publishes performance results, and uses testimonials and endorsements, which are uncommon among peer team firms. The brochure also notes the firm’s compensation connections to its affiliated funds and its use of placement agents and revenue‑sharing arrangements with intermediaries, while indicating it does not employ AI in its investment management process.