Best-of-Breed Investment Selection
Best-of-breed: Clearly defined philosophy, repeatable process and a track record of consistency
When Earl Wright and Michael Bergmann founded AMG National Trust Bank in 1975, they committed themselves to a fiercely independent and objective best-of-breed approach to investment selection. More than 30 years later, this commitment still guides AMG. We do not compensate advisors based on the investments they recommend, manage proprietary mutual funds, sell insurance, underwrite securities or receive commissions from the sale of financial products. We want the complete freedom to recommend only the investments and investment managers who demonstrate characteristics that produce a higher likelihood of long-term outperformance across market cycles. These are managers we define as best-of-breed.
Best-of-breed managers have investment philosophies and strategies that allow them to successfully negotiate volatile markets. These managers take a long-term approach to investing and their bias toward capital preservation benefits AMG’s clients. For example, as of Dec. 31, 2007, 100% of AMG’s recommended funds beat their benchmark for performance for the prior 10-year period.*
Explore some of our best-of-breed investment options
*AMG National Trust Bank changes its recommended mutual funds from time to time and did not recommend all funds included in this calculation for the entire 10-year period of return. Past performance should not be relied upon as indicative of future returns. Investment values will vary, and there is always the possibility of loss.