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Investment Management for Institutions

Endowments and foundations need much more than sound investment advice. They need an independent partner like AMG National Trust Bank that can help the investment committee understand and explore issues relevant to enhancing return and managing risk.

AMG customizes investment strategies for each organization it serves and takes a disciplined approach to investment management. We emphasize independent, unbiased investment recommendations; well-constructed investment policies; portfolio diversification; the importance of economic analysis in assessing investment opportunities; and frequent interaction between AMG advisors and investment-committee members.

AMG makes a wide range of investments, including alternative investments, available to non-profit institutions, endowments and foundations with significant wealth because diversification helps to control risk.

Endowments and foundations bear serious responsibility for prudent asset stewardship. An independent, unbiased investment advisor – one not motivated by commissions or personal gain – is essential to stewardship. AMG is a fee-only, independent firm that does not accept commissions for any recommendations.

Investment products: Not FDIC insured • No bank guarantee • May lose value