Entrepreneurs & Founders
Entrepreneurs drive the long-term health and prosperity of the global economy. Drawing upon extensive experience investing in venture companies and working with entrepreneurs and founders, AMG understands how to serve your unique financial needs. AMG provides white glove service so you can focus on growing your company. Services include:
- Seamless personal and commercial banking
- Financial counseling and tax advice that helps prepare you for liquidity events and business exits
- Portfolio management that helps diversify and protect your wealth
Successful investment management requires scholarly understanding of future economic conditions, sophisticated risk management, stringent due diligence on investments and diverse asset allocation. Melding expert advice and customized strategies, AMG National Trust Bank works with you to build an investment plan that helps you achieve your specific financial goals.
Diversification and customization are the twin pillars of AMG National Trust Bank’s investment philosophy. You are unique, and constructing an intelligent mix of asset classes is important to maximizing returns relative to your tolerance for risk. Consequently, we don’t view the world through the limited lens of stocks, bonds and cash. We have a keener vision. Using a sophisticated and proprietary methodology, we analyze 21 different asset classes, carefully examining each class to assess the best opportunities for profit.
Our unique approach to asset allocation, thorough macroeconomic analysis and best-of-breed investments can help you take advantage of emerging opportunities and add value over less sophisticated investment management techniques.