Investment Solutions: Liquidity, Use and Control
For over a decade, our clients have been individual investors and advisors who understand the importance of being involved with their investment decisions. The “one size fits all” approach to investment solutions seemingly hasn't worked for everyone. At Advisors Capital Management, our individually tailored portfolios are designed specifically for the client, using individual securities and thoughtfully managed in our all cap value style.
Click the “Income with Growth Solutions" link on this page to learn about our income with growth strategy. ACM's income with growth strategy was the subject of a Barron's cover story entitled, "Even Better Than Bonds". For a complete description including performance history for any of the ACM portfolio strategies click the appropriate PDF below.
Advisors Capital Management takes a two-pronged approach in selecting appropriate investments. We begin with a top-down macro analysis of factors such as the economic and business cycles, interest rate outlook and demographics.
Within that framework, we then employ a fundamental, bottom-up analysis targeting sectors for further review. Once a sector has been identified as having potential growth opportunities, an evaluation is performed on the investment merits of the individual companies within this sector and its securities.
Our private accounts are specifically tailored to the needs of our clients with a greater amount of flexibility than found in our model accounts. This flexibility may pertain to concentrated stock positions, low cost basis holdings, sector or position exclusions, elevated income needs and tax harvesting.
Largely, account size and complexity of portfolio management requirements will help determine which portfolio strategy may be suitable. An ACM Profile Questionnaire can also help determine portfolio objectives.
If you are interested in any of our investment solutions, please call us at call 800-977-4424 and speak with one of our Wealth Coordinators
- Private Strategies
- Model Strategies