20 years ago, Advisors Capital Management (ACM) set out to build a platform that would provide tax efficient investment management for clients seeking customized portfolios utilizing individual securities. Since its inception, ACM has enjoyed national recognition for its specialized investment solutions and has grown to over $2 billion in assets.
The year was 1998. Amazon was the selling only books and the Dow was hovering at 9,000. ACM’s now senior economic advisor, Dr. Alan Greenspan, had already uttered his famous warning, “Irrational Exuberance”. The equity markets were two years from the dot-com bust and the Russian financial crisis was creating a worldwide panic. It would take another ten years – after the 9/11 attacks, two wars and a housing bubble for the Dow to comfortably settle above 9,000 again. It seemed like a perfectly good time to start an investment management firm based on macroeconomic principals and a value discipline for security selection and portfolio design.
20 years later with the equity markets at new highs, ACM is thanking its advisors and clients for their continued confidence and commitment.
“We wish to express our deepest gratitude to our clients and advisors for entrusting their portfolios and financial well-being to our management team.” said Co-Founder and Chief Investment Officer, Dr. Charles Lieberman. “I want to also recognize our team for the outstanding job servicing our clients all along the way.”
ACM is a registered investment advisor headquartered in Ridgewood New Jersey. Co-founded by Dr. Charles Lieberman and Kevin Kern, ACM provides separate account portfolio management and wealth services to the industries most respected broker-dealers, independent investment advisors, and direct clients throughout the United States. ACM has 35 financial professionals nationwide services our clients’ investment and wealth management needs.
Advisors Capital Management, LLC is an investment advisor registered with the United States Securities and Exchange Commission. Registration does not imply any degree of skill or training. All investing carries risk, including the potential for the loss of principal and past performance is no guarantee of future results. This content is for informational purposes only, can change at any time without notice, and is not investment advice or a recommendation to trade any security. Indices are not available for direct investment. We only provide services in jurisdictions where we are registered. Our disclosure brochure (ADV Part 2A) and customer relationship summary (ADV Part 3) are available at https://adviserinfo.sec.gov and upon request.
