Our relationship with financial advisors is very simple; we want to make your lives easier. Partnering with ACM gives you a team of professional portfolio managers to invest your client’s assets, so you can devote your time advising your clients, gathering assets and building your business.
Unique Portfolio Design
ACM provides individually crafted investment portfolios designed around the clients’ specific objectives, risk tolerances and tax considerations. By creating unique portfolios for each client, we can manage existing securities as well as specific restrictions, low cost basis issues or high income needs. Portfolios are created and maintained through ongoing communication between our office and yours.
Our Team is Your Team
We love working with financial advisors. It’s what we do all day, every day. And with that, we draw upon all of our resources to make your practice as successful as possible. Access to management, trading, operations, compliance and back office are all part of our effort to help you build lasting client relationships.
ACM is independently owned with no obligations to any other firm. There is no incentive to buy or sell any particular security. Our success is based on the success of our relationship.
What You Can Expect From Us
- Fiduciary commitment to you and your clients
- All cap value management
- Weekly market commentaries via email
- Value added business building and practice development
- Back office support
For an introduction to Advisors Capital Management, please call us at 201-447-3400.