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Advanced Asset Management Advisors

Invest with confidence through
fundamentally-sound model portfolios

Markets are unpredictable. Your portfolios shouldn’t be.

Let’s be honest. No one strategist has all of the answers. And for most investors, a diversified approach is needed, involving multiple strategist partners. Bearing that in mind, we’re an advocate of building well-diversified portfolios around a fundamental core. Portfolios rooted in the fundamentals of market pricing and sector valuation tend to be anchored in long-standing historic trends, may be less reactive, and are designed around core concepts most investors readily understand. The result? A more comfortable and confident investment experience.

Fundamental portfolios at your fingertips

We exist to help you deliver confidence to your investors. To do that, we manage four key model suites, all grounded in time-tested fundamentals that you and your clients can feel good about. 

Core Risk-Targeted (MF/ETF)

Our core suite is built around black and white statistics of market pricing and sector valuation. 

In equities, we seek to identify attractive sectors of the market and tilt portfolio allocations toward those sectors — and away from sectors with greater perceived risk. Our fixed income sleeve focuses on credit spreads, interest rate trends, yield curve measurements, and inflation. A targeted fixed income portfolio is managed and blended throughout the series, in line with each model portfolio’s risk profile. 

Available Risk Profiles: Aggressive Growth through Fixed Income
 

Global Risk-Targeted (MF/ETF) 

Our Global series builds upon the core fundamental process, adding a targeted international sleeve (up to 15%) to further diversify model holdings. We seek to identify attractive regions of the global markets through relative historical P/E ratios, earnings growth, price relative to book value, sales, cash flow, return on equity, and dividend yield. These fundamental valuation points are married with broader economic metrics, such as GDP growth, inflation, and credit rating to identify attractive regional markets. 

Available Risk Profiles: Aggressive Growth through Capital Preservation
 

High Dividend Growth (ETF)

AAMA’s High Dividend Growth ETF seeks to deliver the benefits of dividend investing (relative stability, baseline income generation) in an accessible and broadly diversified ETF package. Allocations are centered around dividend-focused ETFs. Sector funds are then added to gain increased exposure to segments of the market that have earned a reputation for reliable dividend payment (i.e. Utilities, Telecommunications). 

Multi-Manager Blended 

Most investors require a diversified approach, requiring multiple strategist partners. Recognizing this, AAMA works alongside other well-established money managers to make diversification as accessible and manageable as possible for advisors. 

For a simple 50/50 split between tactical fixed income and aggressive growth, we paired our fundamental equity process alongside Ocean Park Asset Management’s Tactical Bond strategy — The Ocean Park / AAMA Tactical Allocation Model. 

For those in search of a fully-diversified, single-sleeve model portfolio, AAMA built the Multi-Market Portfolio Series – models that feature a strategic mix of bell whether funds from AAMA, Main Management, Potomac, and ICON Advisers, representing Core Beta, Active & Tactical, and Downside Diversifying allocations in a cohesive, risk-targeted package. 

Available Risk Profiles: Balanced Growth, Balanced, and Balanced Income 
 

Find model factsheets and additional 
model information here.

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For those looking for an all-in-one portfolio – invest like you drive

If investing is a journey, your portfolio is the vehicle that carries you forward. The vehicle’s features will determine the quality of the ride and the experience throughout. We took this idea and built a single-sleeve, multi-manager diversified model series – The Multi-Market Portfolio Series. 

Multi-Market Portfolios are constructed like a car. Each fund within the portfolio plays a clear and integral role in the investment journey – from keeping the portfolio moving in the right direction to avoiding inevitable potholes investors will encounter along the way. 
Learn more about Multi-Market Portfolios here.

What you can expect from AAMA

There are countless model managers that can provide you with a quarterly return
figure. The difference is in the experience. We offer:

Portfolios That Make Sense

Grounded in clear-cut fundamentals, you’ll always know where you stand. No guesswork. 

A Team That Is Accessible

As a boutique firm, we keep our direct lines open. When you call, we answer.

A Partner In The Process

From market insight to blending advice, we’re here to help you create positive experiences.

Trust Through Longevity

We provide one of the longest platform-traded track records at Orion. The proof is in the pudding. 


Learn more about Advanced Asset Management Advisors’ model lineup available on Orion Portfolio Solutions.

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