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Asset Management

  • Advanced Equities Asset Management (AEAM) is a discretionary money management firm that serves the needs of financial advisors and consultants from our parent company AEFC, with cutting-edge investment products. AEAM brings sophisticated investment strategies that differentiate our advisors within the industry. AEAM's blend of quantitative, fundamental and technical infrastructure consists of a team of the industry’s leading professionals who have managed money and consulted for some of the country’s most prominent institutional investors.

    AEAM offers a variety of products to its clients:

    ETF Select® is a separately managed account strategy developed as an overlay technique to mitigate some of the intermediate-term volatility of investing with a focus on attempting to control downside risk. AEAM's portfolio management team strategically rebalances client portfolios based on fluctuating market conditions, rather than relying on static asset allocations. ETF Select portfolios provide diversification across major asset classes through the use of Exchange Traded Funds (ETFs).

    401K Select
    AEAM's 401(k) offering reflects the company’s investment methodology, and features a variety of investment options for both Traditional and Roth 401(k) plans, utilizing mutual funds as the underlying investment vehicles.

    VIP Select
    For investors looking for a professionally managed variable annuity strategy in an increasingly complex economic environment, AEAM has created VIP Select-an active, professionally managed allocation strategy utilizing variable annuity sub-account investment options from some of the financial world’s leading platforms.

    U.S. Large Cap Select
    AEAMs’ U.S. Large Cap Select is a separately managed account strategy investing in highly liquid U.S. listed equities. U.S. Large Cap seeks to outperform the S&P 500 index with a bias toward downside risk management. The strategy is designed to accomodate growing concern over market risk, while still providing the participation in growth available through equity investing.

    Visit the AEAM site - http://advancedequitiesam.com/

For more information call: 800-474-0900

311 S Wacker Drive, Suite 6100 • Chicago, IL 60606