Why Hire AAMG?

Why Hire a Professional Money Manager?

If you’re thinking of making the move to a professional money manager, it means you’re thinking about your future – how to plan for it, and how to achieve your goals. We can help you get there. Many life events such as marriage, the birth of a child, a promotion, or retirement can cause you to reevaluate your investment practices.

Maybe it’s time to consider a Professional Money Manager. Ask yourself these questions:

Have your assets grown past the point where you feel comfortable making all the decisions?
Do you suspect you could be getting a higher rate of return with the help of a professional?
Would you like to restore a long-term perspective and avoid the nervous search for “tops” and “bottoms” of the market?
Do you want to take the emotion out of the decision making process?

Is a Fee-Based Investment Management System right for you?

Independent, fee-based money managers give you personal service, an individualized portfolio, and ongoing management. With fee based management, as opposed to transaction based management, you and your advisor are on the same side. You no longer have to question the decisions of a broker to buy or sell your securities. A Professional Money Manager does not receive commissions on transactions. A manager is paid based on a percentage of assets under management. Therefore, it is in the best interest of both the Money Manager and client to see the portfolio grow.

Why Not a Mutual Fund?

Perhaps you either own, or are thinking about investing in, Mutual Funds. If that is the case, take a minute to ask yourself these questions:

  • Does a Mutual Fund take into account your unique, individual needs and preferences?
  • Does a Mutual Fund structure a portfolio to meet your income requirements?
  • Does a Mutual Fund offer tax assistance to offset gains or losses?
  • Does a Mutual Fund offer you an opportunity to meet, face to face, with your portfolio manager to discuss your specific investment future?

The answer to all of these questions is a resounding NO.

However, a Professional Money Manager does all of this, and more.