American Asset Management Corporation

Julian Rubinstein Helps Clients Preserve Assets While Providing Potential For Income And Growth

Julian Rubinstein likes his clients to sleep well at night.  

“Our firm focuses on conservative portfolios with the goal of delivering low volatility, income and potential growth,” says Rubinstein, founder of American Asset Management Corporation in Boca Raton. “Most of our clients take monthly distributions to enjoy their retirement.”

He brings 20 years of experience to serving clients with a $100,000 minimum investment. 

Prior to launching AmericanAsset Management, Rubinstein owned a manufacturing company, which he sold to a publicly traded company. “I started the firm to manage my own and my family’s money,” he says. “I didn’t want my family or anyone else to suffer catastrophic losses because the stock market crashed as it did in 2008.”

As a fee-based investment advisor representative, Rubinstein meets with clients every three months and sends out a monthly email. 

“Every client has the same asset allocation as myself and is invested in the same securities,” he adds. 

American Asset Management’s investment philosophy is based on the work of Harry Browne, who, in 1972, developed the “Permanent Portfolio” of four asset classes: cash, gold, the S&P 500 and 30-year Treasury Bonds. He saw that these asset classes were non-correlated and moved in opposite directions, creating long-term potential gains while smoothing out short-term volatility. In 2008, when the stock market lost approximately 35 percent, 30-Year Treasury Bonds gained approximately 35 percent, whilegold gained approximately 8 percent. So you would have made money, while people lost more than 35 percent – let alone all the sleepless nights they endured.

“We improved on that strategy by only investing in the two asset classes that are performing the best,” Rubinstein says. “On the last day of each month, we adjust the portfolio accordingly. Trades are only made monthly because research shows that more often or less often leads to lower returns and more volatility.” 

Rubinstein is also the host of the popular “Money TalkRadio” daily show on WSBR 740 AM at 11:30 a.m. every day. 

American Asset Management Corporation is located at 225 N.E. Mizner Blvd., Ste. 540, Boca Raton. For more information, call 561-955-8500 or visit americanasset.net.

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