A Team Of Managers.
One Portfolio.
Meet The Multi-Market Portfolio Series' Collaborative Investment Strategists
While Advanced Asset Management Advisors (AAMA) is the model manager, the Multi-Market Portfolio Series is truly a collaborative effort between multiple strategists – AAMA, ICON Advisers, Main Management, and Potomac Fund Management. Each firm brings a unique, yet complementary, discipline to the portfolio series. Drawing from a rich history of collaboration in UMA model portfolios, the four firms have worked together to blend these disciplines across six risk profiles in pursuit of a common goal — deliver a portfolio that is easy to manage, understandable to clients, and positioned to seek risk-appropriate performance as markets ebb and flow (without having to reactively overhaul the underlying positions).
Advanced Asset Management Advisors (AAMA)
AAMA Equity Fund & AAMA INcome Fund
As the Core Beta manager of the portfolio series, AAMA implements a fundamentally-rooted investment process to seek consistent and reliable growth. AAMA seeks value through the black and white statistics of market pricing and sector valuation. Through this process, AAMA seeks to tilt allocations toward attractive segments of the market and away from segments with higher perceived risk. The process is straightforward, easy to understand, and time-tested — supported by a highly experience investment team with more than 30 years of average investment experience.
In addition to being fundamentally-sound, AAMA believes the investment process should be comfortable, productive, and well-supported. Led by that belief, AAMA prioritizes accessibility and collaboration with the advisors and investors it serves. That means complete access to the key stakeholders, from the executive and investment team to sales and marketing.
Headquarters: Dublin, OH
Managing Since: 1999
ICON Advisers
ICON Flexible Bond Fund
ICON Advisers is a boutique firm based in Greenwood Village, Colorado, and for almost 40 years, ICON has employed a systematic and disciplined investment approach to the way they manage assets.
Using a quantitative approach to identify value opportunities within industries and sectors, ICON invests by going where the data shows favorable valuations to select discounted companies that show the potential to outperform the broad market. Their model systematically analyzes fundamental data in order to pinpoint sector and industry leadership with the belief that markets experience themes where sectors take turns leading and lagging.
As active investment managers, ICON rotates through various industries, adapting to changing market conditions, in an effort to generate higher returns. By integrating a tactical, rotation-based process into their disciplined valuation methodology ICON attempts to outperform passive investments, tilting its investments toward the industries and sectors they believe will be the next market leaders.
Headquarters: Greenwood Village, CO
Managing Since: 1986
Main Management
Main Sector Rotation ETF & Main BuyWrite ETF
Main Management Main Management, LLC is an SEC Registered Investment Advisor that offers innovative and proprietary investment solutions to a diverse client base, including financial advisors, high-net-worth individuals, endowments, and family offices. The firm was founded by three industry veterans in 2002 with a combined experience of over 100 years, positioning Main Management to deliver a comprehensive client experience. As a fiduciary, the company is committed to prioritizing clients’ interests and maintains a focus on post-fee and post-tax results across various market conditions. By leveraging a team-based approach, fostering a client-centric culture, and benefiting from the guidance of an external advisory board comprised of senior investment leaders, Main Management strives to consistently deliver high-quality service and value to its clients. Based in San Francisco, the firm’s partners are strategically located throughout the United States, ensuring the ability to effectively serve clients nationwide.
Headquarters: San Francisco, CA
Managing Since: 2002
Potomac Fund Management
Potomac Defensive Bull Fund
Potomac is a registered investment advisor founded in 1987. The firm is a pioneer in active risk-managed investing with the experience and expertise to help clients align the correct allocation for any given market condition. Potomac understands that every investor is unique, but each want to avoid catastrophic losses.
Designed to tactically adjust their holdings to match the current market environment, the Potomac Funds are Built to Conquer Risk®. There are times where you want to be fully invested (risk-on) and times where the risk isn’t worth the reward (risk-off). They believe that superior returns over the long run come from managing the downside.
Potomac’s approach is systematic, tested, and disciplined. They do not react to headlines or the “hot” story of the day. Gut feelings and narratives are not part of the process.
Headquarters: Bethesda, MD
Managing Since: 1987