AMG’s Approach to Research & Investment Management
Successful investment management requires a deep understanding of global economic conditions, sophisticated risk management, research-based asset allocation, and stringent due diligence to construct and manage portfolios that help clients achieve their goals. AMG does it all with dedication and passion because we know it makes a difference to you.
Uncovering Best-of-Breed Investment Opportunities
On the due diligence front, AMG uses an intense quantitative and qualitative screening process to identify potential investments suitable for our clients. We seek out investments and investment managers who demonstrate characteristics that produce a higher likelihood of long-term outperformance through multiple market cycles. These managers have investment philosophies and strategies which help them to navigate volatile markets, have shown success balancing return potential with capital preservation, and take a long-term approach to investing. We define these as “best-of-breed.”
Building & Managing Portfolios Dedicated to Results
We combine our understanding of your goals, our patented asset allocation methodology (the AMG Portfolio Strategist or APS), and best-of-breed investment opportunities to create highly customized portfolios that are tailored to you and your financial situation. We look at diversification, risk-adjusted return potential, and tax sensitivity to maximize the potential for each client to be successful.