Professional Portfolio Manager With Over Twenty Years of Experience
Adams Financial Concepts is a fee-based registered investment advisory firm based in the heart of downtown Seattle, specializing in creating and maintaining wealth for the “Soon-to-be-Affluent” and “Affluent” as well as for those affluent who are seeking to generate enough annual income for the remainder of their lives. Our clients typically seek better performance with both growth and security from their investment portfolios and a reduction of the time spent in overseeing the multitude of decisions that go into managing an investment portfolio.
OUR VISION: To strive to build and maintain wealth for our clients with superior performance given returns commensurate with risks.
CORE BELIEFS:
- You as the client are the first and most important priority in all portfolio decisions.
- There are only a handful of managers out of thousands who, over the long-term, have done better than the market.
- Historical relationships in the financial markets are consistent and may be in the future.
- Aberrations may occur and some of those may provide investment opportunities.
- The markets are irrational on the short-term basis, but efficient in the long-term.
OUR MISSION: Superior security selection chosen not just on the security itself but also in relation to all other securities in the portfolio.
Please visit our The AFC Difference page to learn more about or methodology. For an expanded look at our practice, click here to download a PDF of The Essential AFC Overview whitepaper. Additional questions may also be answered by visiting our FAQ page.
Meet the Team (Click on the name to expand)
A. Michael Adams, President and Principal Portfolio Manager
A. Michael Adams (“Mike”) founded Adams Financial Concepts as a Registered Investment Advisor. He felt the fiduciary status of always putting his clients’ interests first was superior to the philosophy of big brokerage firms.
Formerly a Senior Vice President and Senior Portfolio Manager at Wachovia Securities, LLC, Mike has been a securities portfolio manager since 1990. He began his career in the financial industry at Paine Webber in 1986, where he was a retail stockbroker. In 1990, Mike moved to Dain Rauscher to transition his business from the traditional transaction-based stock and bond trading to fee-based portfolio management. From the inception of his career, Mike has been recognized as a leader in the industry.
Mike’s prescient instincts and desire to “do it his way”, led him to develop his own portfolio philosophy and strategies. Earlier training as a mathematician enabled him to interpret portfolio dynamics in “game theory” terms. Mike Adams began his professional life with eleven years in the aluminum industry in 1967, after gaining a masters degree in industrial administration from Carnegie Mellon University and a bachelor’s degree from Oregon State University. He started as a management trainee, including one and a half years in France and worked up the corporate ladder to spend five years as plant superintendent managing several hundred people. Adams has owned a number of businesses.
COMMUNITY ACTIVITIES: A. Michael Adams believes in giving back to the community. He currently serves on the Board of Directors of Seattle International Film Festival. He formerly served as Chairman of the Board of Directors of Seattle Theatre Group (a not-for-profit corporation), operator of The Paramount and The Moore Theatres. He has served on a number of other boards including the Seattle Symphony. He was involved with a number of youth programs while his children were at home. Adams has been married to Pamela for 38 years. His daughter, Angela, and son-in-law, Doug, live in Pleasanton, CA. Adams is now a grandfather of Caleb and Grace. His son, Mitch lives in Seattle.
More about A. Michael Adams can be found at the official AFC blog.
Contact Us
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