Fixed Income

Overview
Competitive Offerings
Demo Advisor’s Asset Management
Portfolio Construction and Analysis
Experienced Fixed Income Trading Desk
Comprehensive Sales and Marketing Support
Ongoing Education

Overview

Legent has joined with Advisors Asset Management (AAM) to provide customized income and portfolio solutions for financial professionals. AAM specializes in providing innovative products, portfolio analysis and customized investment strategies.

Demo the Advisor’s Asset Management website

Click on Image

DEMO USER NAME: Legent1
DEMO PASSWORD: Clearing1

Competitive Offerings

As an institutional broker/dealer, AAM provides advisors with a wide range of competitively priced offerings that can be readily accessed through our propriety website. AAM’ website gives you direct access to more than 20,000 daily offerings from some of the country’s largest dealers, as well as AAM’ internal inventory:

Certificates of Deposits
Municipal Bonds
Closed-End Funds
Preferred Stocks
Convertible Bonds
Structured Products
Corporate Bonds
US Treasury
Core Notes
Taxable and Tax Exempt Cash Markets
Exchange-Traded Funds
Unit Investment Trusts
Government Agency
Zero-Coupon Bonds
Mortgage-Backed Securities
Exclusive, Brand Name Offerings

Portfolio Construction and Analysis

AAM has a fully staffed team of expert analysts that can provide you with superior portfolio support.
Portfolio construction and reviews
Index modeling, duration analysis, market analysis, credit quality analysis, and swaps
Private-labeled client reports
Premier research and economic analysis
Proprietary research and timely market commentary
Privately Management Money (PMM) advisory and sub-advisory services offered by AAM’ Advisor’s
Asset Management division

Experienced Fixed Income Trading Desk

An experienced team of taxable and municipal traders work closely with you through your AAM service team to bring you competitive offerings, providing you with simple and efficient trading support including assistance with bids and offers.

Comprehensive Sales and
Marketing Support

View AAM Solutions for
Financial Professionals

Dedicated AAM Service Team and Regional Relationship Managers are at your disposal to assist with ongoing education and sales support. Sales literature, timely articles, client presentations, and much more are readily available and can be tailored to your firm’s individual sales needs.

Ongoing Education

Training and education is the new battleground for advisors that want to differentiate themselves. How does AAM meet this need?

Individual sales support via your highly trained AAM service team
Educational marketing support including, online training modules, brochures, articles, etc.
AAM University - intense training course for licensed professionals that want to stay at the forefront of the financial industry