INVESTMENT POLICY STATEMENT
We construct investment portfolios that address client needs, circumstances, and investment horizons.
TOP-DOWN MACROECONOMIC PERSPECTIVE
We consider interest rates, unemployment, consumer sentiment, equity valuations, fixed income valuations, and a host of other macroeconomic factors when constructing our portfolios.
INVESTMENT THESIS DEVELOPMENT
In the development of our investment theses, we have the ability to over/under-weight economic and industry sectors and geographic concentration to produce a more realistic and accurate investment portfolio.
INVESTMENT SECURITY SELECTION AND PORTFOLIO CONSTRUCTION
We review and seek mutual funds, ETF, alternative investments and individual stock and bonds for specific exposure and inclusion in AAIG client portfolios.