Investment Management

At AMG, our investment management is based on extensive research and analysis, proprietary modeling, decades of market experience, and most importantly, each client’s specific goals.

You are here:

Investment Management

At AMG, our investment management is based on extensive research and analysis, proprietary modeling, decades of market experience, and most importantly, each client’s specific goals.

INVESTING FOR TODAY, TOMORROW & FOR FUTURE GENERATIONS

Our research-driven approach to investment management is unique and sets us apart in a world where there is significant commonality. We have the economic research and market analysis capabilities of a large firm with the flexibility of an agile organization to customize and pursue opportunities catered to your specific needs.

Risk management and tax efficiency, both of which can be adjusted based your input, play an important role in our investment recommendations, and our independence allows us to consider everything the broader markets have to offer.

We take great pride in helping clients like you achieve success, however you define it, and our interests and goals are aligned.

$7.4 Billion

assets under management*

19

asset classes analyzed for risk/reward potential

2008

year AMG’s APS model patented**

The AMG Advantage

OUR INVESTMENT MANAGEMENT SOLUTIONS

AMG’s Approach to Research & Investment Management Arrow Arrow icon

Our comprehensive, data-driven approach to research and investment management puts clients at ease knowing AMG is focused on their goals.

Investment Management for Individuals Arrow Arrow icon

Our experienced financial advisors work closely with you to develop and implement a strategic investment plan specific to your goals.

Endowment & Foundation OCIO Arrow Arrow icon

Tells us your mission, and we’ll help you achieve it with expert counsel about managing your assets.

Managed Portfolios Arrow Arrow icon

Our ACM portfolios offer disciplined strategies focused on optimizing risk-adjusted returns through different market cycles.

Alternative Investments Arrow Arrow icon

Offering clients unique access to professionally managed alternative investment and private capital opportunities.

Research & Insights

Zelle and the Zelle related marks are wholly owned by Early Warning Services, LLC and are used herein under license.

*APS is the AMG Portfolio Strategist, our patented asset allocation model.