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Advisors Asset Management - AAM
Many financial professionals agree that fixed income has its place in almost every portfolio. The difficulty is in the delivery. Advisors Asset Management is a specialty dealer that concentrates exclusively in fixed income products and investment strategies. They add value to a financial advisors’ business by acting as a one-stop resource for the following offerings:

 Municipal & corporate bonds
 CMOs
 Zero-Coupon bonds
 US Treasury & Agency Issues
 UITs
 CDs
 Structured Product
 1-Year Revertible Notes

ePLANNING offers a team of AAM specialists to insure personal and prompt attention to all our representatives so they can satisfy their client’s fixed income needs. They provide many services including competitive bidding, portfolio construction, and analysis at no extra charge. In the bond business attractive issues require decisive action in order to capitalize on yield. Therefore, AAM commits large amounts of its own capital to establish an attractive inventory to provide representatives with competitive offerings, yields, and quality names. They even work with you on determining the appropriate mark-up on the bond pricing to allow you to deliver real value to your clients while retaining your market competitiveness and profitability.

They provide:
 Client-ready presentations
 Unlimited assistance in bids, offers, swaps, ladders and barbells
 Ability to View over 350 b/d’s live bond offerings at any time
 Index Modeling (compares a portfolio to the Lehman Brother’s Indices)
 Analytics such as Duration, Quality, Stress & Overview
 Uniform Competitive Pricing
 Training in products and strategies

Advisors Asset Management, Inc.
www.aam.us.com
18925 Base Camp Road, Suite 203, Monument, CO 80132
Phone: 888-883-2663
Fax: 719-488-8251
Contact: Steven Prew, First Vice President Business Development
E-mail: sprew@aam.us.com

     
ePLANNING Securities, Inc.
ePLANNING Securities, Inc., Copyright © 2006 All Rights Reserved.
Securities offered through ePLANNING Securities, Inc., Member FINRA/SIPC.
Investment Advisory Services offered through ePLANNING Advisors, Inc., a Registered Investment Advisor.