Investment Process


Investment Policy Statement

We create investment policy statements as a basis for 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.

Security Selection and Portfolio Construction

We seek, review and evaluation mutual funds, exchange traded funds (ETFs), alternative investments and individual stock and bonds for specific exposure and inclusion in AAIG client portfolios.