AAM Advisory - Lump Sum Investments

AAM Advisory's Investment Philosophy is that asset allocation is the most important factor in overall portfolio performance and that the global and individual country macroeconomic environment, (economic growth, money supply growth, inflation, unemployment, interest rates, current account, etc), determines the relative attractiveness of the various asset classes at any particular time.

• Every investor has a maximum amount of risk he/she is willing to tolerate in order to generate returns above the cash in bank rate – a ‘risk budget’
• We may want higher returns but we must be willing to pay the price i.e. risk
• The role of the investor/manager is to maximize the return within that ‘risk budget’
• Before any risky asset is added to a portfolio its impact on the overall portfolio risk must be understood.

AAM Advisory Pte Ltd was formed in Singapore by six individuals with specialist backgrounds from the financial planning and fund management arena. The company has around 1000 clients and in excess of SGD 100 million under advisement.

Based in the heart of the Central Business District at Robinson Road, AAM Advisory is a team of fully experienced and MAS (Monetary Authority of Singapore) licensed financial advisers backed by a wealth of research, knowledge and expertise. We offer a complete financial planning service for expatriates focused around wealth creation and preservation strategies, working to make their lifestyle goals a reality. We additionally benefit from the expertise of a special in-house team focused on developing individual portfolio services for clients with a focus on managing risk and maximising potential returns.