Your Clients Own 24 Funds. How Many Strategies Do They Actually Have?
Most portfolios are diversified across assets — large cap, small cap, maybe some gold. But when the market drops, it all goes down together. AIM provides what's actually missing: diversification of strategy.
There's Nothing Wrong With Buy and Hold — As Long As It's Not Your Only Strategy
Here's what Dave sees all the time: a client comes in with 24 mutual funds from another advisor. Five large growth funds — and seven of the top ten holdings are identical across all five. That's not diversification. That's duplication with different labels.
The real question isn't how many funds you own. It's how many different strategies are actually working in your portfolio. AIM adds a strategy that does something completely different from everything else — with a correlation of 0.18 to the S&P 500 Total Return Index and 0.28 to the NASDAQ 100 since inception, dropping to negative in down markets.
See It for Yourself
Request the AIM Strategy Overview — it includes the full methodology documentation, historical context, and evaluation criteria. If the work speaks to you, let's have a conversation.
"The investment that is right for everyone does not exist. I'd rather tell you that upfront than pretend otherwise. That's fine by me."
What Makes This Different
Strategy Diversification
Most portfolios diversify assets but not strategies. AIM fills that gap — with a 0.18 correlation to the S&P 500 Total Return Index and 0.28 to the NASDAQ 100 since inception. In down markets, it goes negative. That's doing something the rest of the portfolio can't do.
Client Conversation Starter
When a client asks 'what are you doing differently?' — AIM gives you a real answer. A rules-based, non-discretionary framework that complements buy-and-hold without replacing it.
Clean Compliance Story
Non-discretionary. Predefined rules. Unchanged since 2004. The compliance conversation is straightforward because the methodology is transparent and well-documented.
Operational Simplicity
AIM handles the model. You handle the relationship. No need to second-guess the framework — it operates exactly as designed, every time.
Ready to Explore?
Contact us to request the AIM Strategy Overview or schedule a 20-minute conversation. No pressure — just a straightforward look at whether this fits.