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
- Scholarly, data-driven economic research
- Forward-looking scenario analysis on risk-return potential of 19 asset classes
- Rigorous due diligence screening of potential investments
- Portfolios constructed for risk-adjusted performance potential and tax efficiency
OUR INVESTMENT MANAGEMENT SOLUTIONS
AMG’s Approach to Research & Investment Management
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
Our experienced financial advisors work closely with you to develop and implement a strategic investment plan specific to your goals.
Endowment & Foundation OCIO
Tells us your mission, and we’ll help you achieve it with expert counsel about managing your assets.
Managed Portfolios
Our ACM portfolios offer disciplined strategies focused on optimizing risk-adjusted returns through different market cycles.
Alternative Investments
Offering clients unique access to professionally managed alternative investment and private capital opportunities.
— Hallee, Endowment & Foundation client
— Jim & Tracy, Wealth Management clients
— John & Anne, Trust clients
— Doug, Executive Financial Counseling client
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.