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  TACTICAL ASSET ALLOCATION PROGRAM  

Advanced Asset Management Advisors

Advanced Asset Management Advisors, Inc. (AAMA) specializes in portfolio design and asset management.

AAMA's investment committee has over 90 years of combined experience, including more than 28 continuous years of managing portfolios of mutual fund investments. The goal of the portfolio management services provided by AAMA is to help provide clients with favorable risk-adjusted returns.

AAMA Tactical Allocation Strategy

AAMA's portfolio management discipline is independent and forward-looking, relying on proprietary research and insight. The firm's equity valuation process is a quantitative, disciplined approach, requiring periodic, non-emotional adjustments as valuations and prices change. AAMA's equity research focuses on:

  • Industry and sector relative historical P/E ratio
  • Industry and sector earnings momentum and
  • Style and sector relative performance

Portfolios are analyzed based on:

  • Targeted style and sector weightings
  • Fund composition
  • Fund relative strength and
  • Overall characteristics
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Find a Lincoln Investment branch near you:
For more information contact Inquiries@ lincolninvestment.com
(800) 242-1421 x5555

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