Advanced Asset Management Advisors Inc.
Advanced Asset Management Advisors Inc is a registered investment adviser headquartered in Dublin, Ohio. Founded in the 1990s (precise year not specified, but active in SEC filings since at least 1999), the firm provides disciplined asset management services primarily for financial advisors, institutions, and individuals. With approximately 8 employees and $740 million in assets under management as of April 2025, AAMA focuses on constructing risk-based investment portfolios using fundamental market pricing strategies. The company serves individuals, high-net-worth investors, charitable organizations, pension plans, and investment companies, partnering closely with clients for a hands-on, consultative approach.
Investment Strategy
AAMA employs a fundamental, risk-based investment strategy designed for consistency and accountability. Their process centers around fundamental pricing of the market, sectors, and securities, prioritizing statistical and valuation-based analysis over theoretical approaches. The firm creates portfolios tailored to various client types, including separate accounts and managed funds, focusing on consistent performance through disciplined asset allocation and sector valuation strategies. Emphasis is placed on transparency, frequent communication, and direct accessibility to senior portfolio managers.
Top Holdings
Equity Positions (85)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 14.31% | $53.5M | 87,401 | $246.25 | $612.38 | +$3.8M |
I IVV | ISHARES TR | 10.20% | $38.2M | 57,000 | $269.05 | $669.30 | -$4.8M |
A AAPL | APPLE INC | 3.35% | $12.5M | 49,252 | $43.62 | $254.63 | +$2.4M |
J JPM | JPMORGAN CHASE & CO. | 3.23% | $12.1M | 38,277 | $106.65 | $315.43 | +$997.1K |
G GOOGL | ALPHABET INC | 3.16% | $11.8M | 48,642 | $52.51 | $243.10 | -$271.9K |