Customer service is our top priority. To ensure smooth running operations and continued excellence in service, our operations team conducts regular compliance and customer service meetings to update and educate staff members on any changes or developments.
AAM staff responds to client requests in an effective and timely manner. We work closely with multiple custodians to service your financial needs.
Our clients receive a quarterly market update written by Jeff Auxier, which provides pertinent statistics and insight to national and global markets.
Our quarterly performance reports include the following information:
- Performance Appraisal
- Realized/Unrealized Gain and Loss
- Transaction Summary
- Income and Expense Report
- Purchase and Sale Summary
- Cash Ledger
- Billing Statement
Our goal is superior client service using the latest technology, and we appreciate your support and welcome any input you may have. Please contact us with questions or comments.