BUILD CUSTOM BOND PORTFOLIOS FOR YOUR CLIENTS
Financial advisors now have access to a hybrid approach to creating and managing customized fixed income portfolios for their clients—made possible by an alliance between Envestnet and Advisors Asset Management (AAM), a bond source solutions provider specializing in fixed income products, portfolio analysis, and investment strategies. This alliance facilitates the integration of AAM product offerings and management expertise with the Envestnet unified platform, creating a range of innovative approaches that will help the independent advisor deliver leading solutions to their clients.
UNIQUE STRUCTURE
Portfolios can be custom-built to meet individual client objectives, such as maturity range, coupon, credit quality, and income strategy. Strategies include:
- Total Allocation Strategy
- Barclays Capital Aggregate Index Strategy
- Barclays Capital Government/Credit Index Strategy
- Tax Free National Strategy
- Tax Free Individual State Strategy
LOWER FEES
The synergy and efficiency of the Envestnet/AAM alliance enable you to offer a fixed income portfolio targeted to a client’s needs with management fees that are typically lower than the standard fixed income separately managed account.
ADVISOR CONTROL
Ongoing information and alerts are provided to help you maintain a greater degree of control over each portfolio while enhancing the value you provide to clients. Support services include:
- Direct access to AAM bond specialists
- Daily securities monitoring
- Periodic in-depth portfolio reviews and analysis
- Rebalancing recommendations
- Ongoing performance reporting
- Security-level alerts relating to maturing securities, rating changes, call notices, and other special circumstances
