Investment Solutions: Liquidity, Use and Control

For over a decade, our clients have been individual investors and advisors who understand the importance of being involved with their investment decisions. The “one size fits all” approach to investment solutions seemingly hasn't worked for everyone. At Advisors Capital Management, our individually tailored portfolios are designed specifically for the client, using individual securities and thoughtfully managed in our all cap value style.

Click the “Income with Growth Solutions" link on this page to learn about our income with growth strategy. ACM's income with growth strategy was the subject of a Barron's cover story entitled, "Even Better Than Bonds". For a complete description including performance history for any of the ACM portfolio strategies click the appropriate PDF below.

Selection Approach

Advisors Capital Management takes a two-pronged approach in selecting appropriate investments. We begin with a top-down macro analysis of factors such as the economic and business cycles, interest rate outlook and demographics.

Within that framework, we then employ a fundamental, bottom-up analysis targeting sectors for further review. Once a sector has been identified as having potential growth opportunities, an evaluation is performed on the investment merits of the individual companies within this sector and its securities.

Portfolio Differences:

Our private accounts are specifically tailored to the needs of our clients with a greater amount of flexibility than found in our model accounts. This flexibility may pertain to concentrated stock positions, low cost basis holdings, sector or position exclusions, elevated income needs and tax harvesting.

Largely, account size and complexity of portfolio management requirements will help determine which portfolio strategy may be suitable. An ACM Profile Questionnaire can also help determine portfolio objectives.

If you are interested in any of our investment solutions, please call us at call 800-977-4424 and speak with one of our Wealth Coordinators

  • Private Strategies
  • Model Strategies

Growth: This strategy seeks to maximize capital appreciation with no consideration, or even some avoidance, of current income. The strategy invests primarily in common stocks and American Depository Receipts (ADRs) that offer potential growth opportunities.
Core Dividend: This strategy seeks total return through a combination of capital appreciation, its primary objective, and current income, its secondary objective. The strategy makes a significant allocation toward dividend paying common stocks. However, it may also include stocks that are not currently paying any dividends, but offer prospects for future income or capital appreciation. In addition, investments may include fixed income, including convertible securities.
Income With Growth: This strategy emphasizes high current income as its primary objective, with capital appreciation as a secondary consideration. Investments are primarily in a diversified selection of income producing securities, including equities, preferred stocks, bonds and convertible securities.
Balanced: This strategy balances an allocation of equities with a target allocation of fixed income. The equity to fixed income ratio can change with market conditions. The fixed income assets may be taxable or tax exempt depending on the tax status of the account. The equity allocation is an all cap diverse mix of common stocks and other securities.
Fixed Income: This strategy seeks capital preservation and may invest in bonds or other stable value securities to achieve this goal. The portfolio may be taxable or tax exempt depending on the tax status of the account.

Growth: This strategy seeks to maximize capital appreciation with no consideration, or even some avoidance, of current income. The strategy invests primarily in common stocks and American depository receipts (ADRs) that offer potential growth opportunities.
Core Dividend: This strategy seeks total return through a combination of capital appreciation, its primary objective, and current income, its secondary objective. The strategy makes a significant allocation toward dividend paying common stocks. However, it may also include stocks that are not currently paying any dividends, but offer prospects for future income or capital appreciation. In addition, investments may include fixed income, preferred stock and exchange traded funds (ETFs).
Income With Growth: This strategy emphasizes high current income as its primary objective, with capital appreciation as a secondary consideration. Investments are primarily in a diversified selection of income producing securities, including equities, ETFs, preferred stocks, bonds and convertible securities.
Global Balanced ETF: This strategy is a diversified, all-ETF investment, seeking exposure to multiple international regions or sectors, equity styles and investment vehicles. This strategy seeks to maximize capital appreciation, with no consideration, or even some avoidance, of current income.
Balanced: This strategy balances an allocation of equities with a target allocation of fixed income. The equity to fixed income ratio can change with market conditions. The equity allocation is an all cap diverse mix of common stocks and other securities.
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