About Us
Advanced Equities Asset Management is an SEC registered investment advisor with operations headquartered in San Diego, Calif. Investment strategies and portfolio design and management are driven by an in-house team of financial talent and strategic thinkers located in Scottsdale, Ariz.
Members of the AEAM team have previously managed portfolios for some of the country's largest endowments and institutions, and count on highly specialized expertise in quantitative modeling, patterns and technical indicators, product development analytics, forensic accounting and more, including sector-specific capabilities.
Each investment strategy AEAM employs is managed on a team basis. Our team builds and applies advanced technology to help clients achieve their investment goals. The Managing Director heads the design and implementation of quantitative systems and proprietary research that are used across investment strategies. This rich quantitative infrastructure allows our managers to objectively filter and process large amounts of disparate global information. However, this is just the starting point in our investment process.
Our people are the intellectual foundation of the firm, and their skill and judgment is the essential ingredient in investment selection. As such, we are not afraid to challenge conventional thinking in our approach to investing. Our people have been selected because they have been high achievers and critical thinkers from different backgrounds - and are held to high standards in a demanding environment. But most importantly, their energy, commitment, and shared values allow them to collaborate effectively.
Advanced Equities Wealth Management is part of the Advanced Equities family of companies.