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"With ACM as your strategic partner your advisory business now has the professional management, marketing and support needed to compete in today's market place."

Kevin G Kern
Managing Member
Advisors Capital Management, LLC
 Wealth Management Services

The ACM Wealth Coordinator, your wealth management liaison,
coordinates the following services:

Portfolio Services

 • Portfolio analysis

 • Security buy/ hold/ sell recommendations

 • Sector weight analysis

 • Portfolio risk analysis

 • Asset allocation overview

Investment Policy Construction

 • Investment profiling

 • Proposal generation

 • Investment program selection

Ongoing Account Monitoring Services

 • Consolidated reports for clients appointments

 • Benchmark monitoring of Investment Managers

 • Coordination of ongoing financial services

Business Building Services

 • Marketing and sales support

 • Seminar services

 • Lead generation

 • Market research & commentary

 • Business succession planning
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