Founded in 1983, American Financial Management, Ltd. provides Asset Allocation/Risk Management Services on a discretionary basis. The service consists of a mutual fund/variable contract sub-account conversion management service using mutual fund/variable contract sub-accounts of the client’s choice in consultation with the client’s personal professional investment adviser.
Our advisory services have the potential to improve the performance of your portfolios. Our core investment management philosophy is active asset allocation. Our disciplined yet adaptive strategies are founded in established investment management theories and grounded by real time information. We use diversification, momentum and relative strength to identify potential growth opportunities and to reduce risk within your portfolio. Our momentum-based quantitative process allows for the movement of capital from one fund to another fund with greater growth potential as market trends unfold. Our ongoing monitoring helps our clients stay invested in an ever-changing economic climate.
American Financial Management (800) 798-3553
PAST PERFORMANCE DOES NOT GUARANTEE FUTURE SUCCESS.
Inherent in any investment is the potential for loss as well as profit. Privacy NoticeTerms & Conditions
