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Asset Management Inc.
Cliff Corso · Asset Manager · Fixed Income
Advisors Asset Management, Inc. (AAM) is a leading American investment institution and SEC-registered investment advisor founded in 1979. Headquartered in Monument, Colorado, the firm has built a 45-year history as a specialist in fixed-income markets and investment solutions. AAM provides financial professionals with a diverse range of products, including exchange-traded funds (ETFs), mutual funds, structured products, and unit investment trusts (UITs). As of early 2025, the firm facilitated over $32 billion in combined annual sales and investments, with a significant concentration in fixed-income securities. AAM is recognized for its institutional-quality research and its role as a key distributor of income-oriented investment vehicles. Following the retirement of long-time CEO Scott Colyer in May 2025, the firm is led by Cliff Corso, who serves as President and CEO. AAM continues to focus on delivering disciplined execution and innovative strategies to help advisors navigate complex market environments and achieve long-term wealth objectives for their clients.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +8.7% |
| YTD return | +3.2% |
| Sharpe ratio | 2.62 |
| Win rate | 75% |
| AUM | $1.3B |
| Inception | Oct 1, 2025 |
| Updated | Sep 4, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $1.3B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.aamlive.com |
Current Holdings
Updated on Sep 4, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| BRK-A | Berkshire Hathaway Inc | 65.7% | +1.8% |
| GOOGL | Alphabet Inc Class A | 14.6% | +38.3% |
| V | Visa Inc. Class A | 2.8% | +8.2% |
| JNJ | Johnson & Johnson | 2.2% | +47.4% |
| ABBV | AbbVie Inc | 2.0% | +6.5% |
| PSX | Phillips 66 | 1.8% | +79.8% |
| MMM | 3M Company | 1.3% | +7.9% |
| LMT | Lockheed Martin Corporation | 1.3% | +3.6% |
| MCO | Moodys Corporation | 1.1% | +3.0% |
| ZTS | Zoetis Inc | 1.1% | -37.3% |
| DHR | Danaher Corporation | 0.9% | -2.1% |
| MDT | Medtronic PLC | 0.9% | +0.2% |
| LIN | Linde plc Ordinary Shares | 0.9% | +1.7% |
| XOM | Exxon Mobil Corp | 0.6% | +38.6% |
| AME | Ametek Inc | 0.5% | +24.7% |
| RSG | Republic Services Inc | 0.5% | -1.0% |
| WAT | Waters Corporation | 0.5% | +28.0% |
| ROP | Roper Technologies, Inc. | 0.5% | +16.1% |
| ECL | Ecolab Inc | 0.4% | +2.8% |
| ISRG | Intuitive Surgical Inc | 0.4% | +3.7% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 3, 2026 | BUY | ROP | 0.4% → 0.5% |
| Aug 3, 2026 | BUY | V | 2.8% → 2.8% |
| Aug 3, 2026 | SELL | WAT | 0.5% → 0.5% |
| Aug 3, 2026 | BUY | ABBV | 2.1% → 2.0% |
| Aug 3, 2026 | SELL | J | 0.4% → 0.0% |
Investment Style Analysis
Asset Management Inc. is widely recognized for employing a Fixed Income strategy. As of Sep 4, 2026, the firm oversees approximately $1.3B in assets under management (AUM). The portfolio demonstrates a clear preference for the Insurance - Diversified and Internet Content & Information sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 3, Asset Management Inc. made a significant move by increasing exposure to ROP. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
AAM’s investment philosophy is centered on providing financial advisors with a comprehensive suite of institutional-quality solutions, with a historic emphasis on fixed-income markets. The firm believes in leveraging deep fundamental research and a disciplined investment process to identify opportunities across the capital structure. By offering diverse products such as unit investment trusts, SMAs, and ETFs, AAM aims to provide predictable income and long-term capital preservation. The firm’s strategy focuses on empowering advisors with the tools and insights necessary to build resilient portfolios that can withstand market volatility and meet specific client outcomes.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Asset Management Inc..
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Frequently asked questions
How is the simulated portfolio for Asset Management Inc. constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Asset Management Inc.'s largest holding?
As of the latest filing, Asset Management Inc.'s top position is Berkshire Hathaway Inc (BRK-A), representing 65.7% of the portfolio. This reflects a high-conviction bet by the institution.
What is Asset Management Inc.'s historical performance and risk profile?
Our simulation indicates a total return of +8.7% with a win rate of 75%. Notably, the portfolio maintains a Sharpe Ratio of 2.62, suggesting an excellent level of risk-adjusted returns compared to the broader market.
What sectors does Asset Management Inc. primarily invest in?
Asset Management Inc. has a strong preference for the Insurance - Diversified sector, which makes up 65.7% of their disclosed assets. The portfolio also has exposure to Internet Content & Information, indicating a specific thematic focus.
Is Asset Management Inc.'s portfolio concentrated or diversified?
Asset Management Inc. runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 83.0% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Asset Management Inc. performed in 2026?
Our AI-simulated model portfolio for Asset Management Inc. tracks a Year-to-Date (YTD) return of +3.2%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Cliff Corso manage Asset Management Inc. directly?
Yes, Cliff Corso serves as the key portfolio manager for Asset Management Inc., overseeing the investment strategy and final capital allocation decisions.