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AMG Capital Management Portfolio Strategies

For tax reasons, to meet the terms of a trust or simply as a matter of personal preference, some investors prefer portfolios of individual stocks to mutual funds. In response to client feedback, AMG National Trust Bank in 2004 launched the Blue Chip Equity Portfolio Strategy. This strategy, comprising a diversified portfolio of large, financially strong and well-managed companies selling at attractive prices, spawned the creation of the REIT (real estate investment trust), the Small and Mid-Cap, the All-Cap, and the Global Dividend Portfolios.

To maintain objectivity, AMG’s investment professionals do not receive commissions on any investment products, including these strategies.


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