issues . please help improve it or discuss these issues on the talk page . learn how and when to remove these template messages this article may contain improper references to self published sources . please help improve it by removing references to unreliable sources where they are used inappropriately . october 2010 learn how and when to remove this template message this article needs additional citations for verification . please help improve this article by adding citations to reliable sources . unsourced material may be challenged and removed . october 2010 learn how and when to remove this template message learn how and when to remove this template message advisors asset management inc. type private industry financial services founded 1979 headquarters monument colorado area served united states key people scott colyer ceo & chief investment officer andrew s. williams president products unit investment trust mutual funds separately managed accounts fixed income structured products slogan trusted resource for financial advisors citation needed website http www.aamlive.com established in 1979 advisors asset management inc. aam has been a resource that provides investment products and portfolio support to broker dealers and advisors . they work with both independent and large wall street firms providing access to fixed income investments structured products unit investment trusts mutual funds and separately managed accounts . 1 additionally the firm provides advisors with a variety of financial tools and services including portfolio reviews and analysis capital markets and institutional fixed income trading and education . 2 aam has over 35 years of experience in the fixed income markets and is a united states securities and exchange commission sec registered investment company and member of the financial industry regulatory authority finra and securities investor protection corporation sipc . headquartered in monument colorado the company has offices spanning across the united states 3 and employs over 250 people . 4 contents 1 history 1.1 1979 2002 1.2 2003 2007 1.3 2008 present 2 references history edit 1979 2002 edit in 1979 jim dillahunty founded advisors asset management which was known as fixed income securities inc. fis in san diego california . 5 in 1992 the firm began to streamline its technology trading platform and released bond express one of the first electronic databases for dealer bond listings . 6 three years later barra inc. who had invested heavily in the product s development purchased fis s interest in bond express . 7 in 1998 scott colyer founded sterling resources a fixed income and wealth preservation company for high net worth clients and institutions in monument colorado . in 2001 fis and sterling resources merged under fixed income securities llc . the merger combined fis s established account base and it capabilities with the distribution trading and analytical capabilities of sterling resources . the firm established its niche by specializing in fixed income investments and portfolio support services exclusively for financial professionals and broker dealers . 8 2003 2007 edit fis announces its new advisors asset management aam division to distribute unit investment trusts uits . in 2004 aam became its own uit sponsor acquiring matrix unit trust a uit sponsor based out of wichita ks . these proprietary uits were distributed under the aam brand name . 9 the aam division also launched a separately managed account sma service consisting of advisory and sub advisory fixed income portfolio management platforms . 10 in early 2006 aam announced a strategic alliance with credit suisse adding structured products to its distribution offerings . 11 soon thereafter they announced an agreement to distribute a select group of merrill lynch products to registered investment advisors and independent broker dealers . focused mainly on structured products this agreement with merrill lynch s global markets & investment banking gmi division provided the firm access to traditional equity and debt investment securities such as convertible bonds preferred stocks and government agency issues . 12 aam also added additional structured product sponsors to its offerings including abn amro and hsbc . 13 in january 2007 aam increased its assets under supervision by being named the successor sponsor of defined asset funds daf uit portfolios formerly sponsored by merrill lynch . 14 they were also appointed the successor sponsor of approximately 1.8 billion of citigroup s tax exempt securities trusts test assets the following year . 15 later that year aam partnered with envestnet in october to create a unified wealth management solution on the envestnet platform by adding a fixed income component to their existing portfolio services . 16 2008 present edit in an effort to strengthen name recognition and better define their expanding product offerings fis and its aam division unified under one brand name and officially became advisors asset management inc. in june 2008 . 17 in 2009 aam launched a new institutional sales and trading division in manhattan new york to expand its fixed income product distribution to the institutional markets . 18 in september 2012 aam was named to inc. magazine s list of the 5000 fastest growing companies for the fourth year in a row ranking 160 in the financial services industry . 19 in april 2012 aam s high 50 dividend strategy portfolio exceeded 1 billion in assets . 20 references edit bloomberg businessweek . https aam.us.com aamweb publicsite aamhome.aspx finra brokercheck . phinisee tamarind . 2010 . phinisee tamarind july 25 2010 . investment advisory firm is adding space employees . . san antonio business journal . retrieved from http sanantonio.bizjournals.com http www.newparadigms.com about.html pr newswire . 1993 . first computer program to provide mid dealer market with one step access to multiple bonds and multiple dealers . . retrieved from the free library . pr newswire . 1998 . barra announces plans to acquire 100 percent of bond express . . retrieved from highbeam business . pr newswire . 2001 . fixed income securities and sterling resources announce merger plans . . retrieved from the free library . investment company act of 1940 no action letter 2004 april 29 . . retrieved from http www.sec.gov . https www.aam.us.com aamweb publicsite separatelymanagedaccount.aspx pr newswire . 2006 january 31 . fixed income securities fis to distribute reverse convertible products for credit suisse . . retrieved from highbeam research . structured products magazine . bridging the gap . 2006 apr 01 . archived copy . archived from the original on 2011 07 07 . retrieved 2010 10 18 . pr newswire . 2007 january 18 . advisor s asset management appointed sponsor of merrill lynch defined asset funds . . retrieved from highbeam research . press release . 2008 january 28 . advisors asset management appointed sponsor of citigroup tax exempt securities trust test assets . pdf . business wire . 2007 . envestnet asset management and fixed income securities lp team up to offer customized fixed income solutions . . business wire . 2007 . retrieved from http findarticles.com press release . 2008 june 16 . aam and fis unite under aam brand . . retrieved from the free library . press release . 2009 may 11 . aam hires two executive vice presidents for new york office . . retrieved from the free library . meet the 2012 inc. 5000 a list of america s fastest growing private companies . inc. magazine . 2012 september retrieved march 4 2014 . press release . 2012 april 3 . advisors asset management s high 50 dividend strategy portfolio surpasses 1 billion in assets . pdf . retrieved from https en.wikipedia.org w index.php title advisors asset management & oldid 742638556 categories financial services companies of the united statesbrokerage firmsprivately held companies based in coloradocompanies established in 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