Partner with AMG to Grow Your Practice
Explore AMG’s comprehensive suite of services and back-office support as you plan for your firm’s future.
A Client-First Culture
We know that being a trusted counselor and advisor is more than a list of services. It is how these services are combined and delivered that creates real wealth and financial peace of mind.
Throughout our exciting history, AMG has thoughtfully expanded its capabilities organically and through acquisition to help our clients achieve success, however they define it.
Acquired Boys Arnold (North Carolina/South Carolina)
AMG and Boys Arnold finalize their merger on June 1, 2020. AMG expands its southern presence with new office locations in Asheville, North Carolina, and Hilton Head Island, South Carolina.
Added Banking Services
AMG adds commercial banking powers granted by the FDIC and OCC to be able to provide private client and commercial banking services.
Acquired Old Dominion Trust (Virginia)
AMG acquires Old Dominion Trust Company in Virginia to expand the solutions available to clients in the Southeast.
Added Trust Administration
AMG acquires the trust department of Guaranty Bank & Trust, a premier Colorado bank, and becomes a non-depository, non-lending national trust bank to offer trust administration services.
Launched Integrated, Discretionary Wealth Management
AMG expands services to integrate comprehensive, tax-aware financial planning with discretionary investment management services that we can implement for our clients. What we call Personal Financial Management (PFM) becomes our core offering.
Added Donor-Advised Fund
AMG creates an affiliate, The Charitable Gift Foundation, a donor-advised fund, to offer clients an alternative to establishing a private foundation for philanthropy.
Opened Client Service Office (Chicago)
AMG opens its office in Chicago to provide a central location for serving a growing number of clients in the Midwest and South.
Added Private Capital
AMG adds private capital due diligence and investment offerings by establishing Asset Management Group Investment Corp. (AMGIC).
Added Tax Department
AMG acquires a team of in-house tax experts to provide tax research, advise on tax compliance issues, and prepare tax returns.
AMG (Asset Management Group) Founded
AMG’s co-founders form an independent, fee-only, registered investment advisor (RIA) with the Securities and Exchange Commission (SEC).
- Denver, CO
- Boulder, CO
- Cheyenne, WY
- Chicago, IL
- Morristown, NJ
- Virginia Beach, VA
- Asheville, NC
- Hilton Head, SC