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applied asset management

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United States

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2011 (14 Years)

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Get to know applied asset management

Founded in 1991, Applied Asset Management Corporation is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). The firm specializes in the discretionary management of tax-exempt and taxable municipal bond portfolios for a clientele that includes high-net-worth individuals, family offices, and institutions. Their investment philosophy is centered on a disciplined, research-driven process that aims to preserve capital and generate consistent, tax-advantaged income for its clients.

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  • Financial Wealth ManagementPRIMARY
  • Financial Investment
  • Financial Other Service

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