Lance McGray, Managing Director, AAM met with Julie Cooling, Founder & CEO, RIA Channel to discuss the firm’s ETF offerings and full suite of advisor solutions.
Founded in 1979, Advisors Asset Management (AAM) got its start managing and trading bonds for advisors looking for a fixed income solution. Today, over 40 years later, AAM continues to power advisor growth with its robust suite of investment and brokerage solutions. The full-service broker-dealer offers access to a competitive fixed income market, carefully vetted investment strategies across multiple asset classes, and sales and distribution services. As of 12/31/2019 AAM has over 33.4 billion in brokerage and advised business assets.
As Head of ETF Product at AAM, McGray oversees the creation and execution of AAM’s ETF business. McGray has spent the majority of his career managing exchange traded funds and has launched over 50 ETFs with 3 different sponsors. The AAM fund family includes their Dividend Value ETFs, which aim to maximize dividend yield without sacrificing dividend sustainability as well as their Low Duration Preferred & Income Securities ETF (PFLD).
AAM Offers:
- Unit Investment Trusts
- Mutual Funds
- Exchange-traded funds
- Managed accounts
- Fixed income & structured products
- Sales & distribution services
- Bond services
- Portfolio support
- Technological services
For more information, head here.