Carl Courtland Perthel

Provides wealth management, securities trading and sales, corporate finance and investment banking services

American Asset Management Group (AAMG) manages equity, fixed-income and balanced portfolios that are designed to meet each client's specific investment objectives. The firm employs a conservative, value-oriented investment style that seeks to generate competitive returns with less than the average market risk. All of the firm's portfolios must have an income yield that exceeds the S&P 500 or Dow Jones averages. The firm's security selection process uses fundamental research methods to allocate assets between common stocks and bonds and to determine growth rates for dividends, earnings and book values. AAMG's equity approach seeks optimum total returns and invests primarily for capital appreciation through dividend growth. The firm selects issues with dividend growth prospects that have the potential to produce greater than average total returns, relying on the increasing income stream to force capital gains as the market recognizes the growing dividend. The firm determines the allocations of fixed-income investments between short-term and long-term bonds using several guidelines. AAMG does not invest in bonds in which price exceeds face value. They invest only in investment grade bonds as rated by Moody's or Standard & Poor's. AAMG monitors economic conditions to mitigate interest rate risk. New investments focus on the highest yield to maturity point on the yield curve. The allocation of portfolios' assets between stocks and bonds is determined by a strategy that is based on the relative risk-adjusted returns available in the general market and the constraints imposed by clients. This allocation discipline forces AAMG to increase allocations towards fixed-income investments or cash equivalents when common stocks appreciate to a point in which risk-adjusted return declines relative to bond return.

Functions as a College/University