Home
Company Overview
MAM Approach to Investing
History
F.I. Products
Services
Contact Us
Form CRS
|
Company
Overview
Municipal
Asset Management (MAM) is an independent, fixed income
portfolio management and investment advisory company. MAM was incorporated
in 1993 and is a registered investment advisor with the SEC.
MAM
provides investment advisory and fixed income portfolio management services to a select group of clients whose portfolios total in excess of $116 million. Our clients include:
Corporations
Unions
Foundations
Endowments
Public agencies
Not-for-Profit organizations
Trusts
Estates
Select high net worth individuals.
Our experience working with government and corporate entities enhances our investment perspective and heightens our awareness of current issues that affect the fixed income markets.
For many
firms, bonds are an afterthought, or merely a small fraction of their
overall business. At MAM, bonds are our business. Our professionals
are experts in fixed income securities and have over 60 years of combined
experience in the areas of money management, investment and financial
consulting, trading and underwriting, and economic forecasting. As
markets can be volatile and dynamic, we continuously balance fundamental
economic analysis with market insight and agility to achieve superior
returns for our clients.
At MAM,
we strive to provide our clients with superior investment management
services. All bond portfolios are individually managed to suit
specific goals and needs. We work closely with our clients to first
understand their risk profile, investment mandates, and investment
objectives, and only then do we invest accordingly. Our goal is to
achieve superior performance results through the active management of
assets that adheres to client investment guidelines and risk parameters.
|