Excitement Ends.

Outcomes Endure.

At AMG we have seamlessly connected every aspect of our firm to provide comprehensive solutions and investment management focused on long-term outcomes that can endure for generations.

Short-term excitement ends. It’s long-term outcomes that shape lives. When it comes to investing, exciting investments don’t always deliver lasting results. At AMG our forward-looking and research-driven approach to investment management favors fundamentals, risk management, tax efficiency, decades of experience, and most importantly your long-term financial goals.

For the last 50 years, AMG National Trust has created outcomes that bring lasting benefit to clients. We invite you to learn more about investing with AMG.

$9.3 Billion

assets under management*

asset classes analyzed for risk/reward potential

2008

year AMG’s APS model patented**

—Peter, investment management client

“Great asset manager that has long term results in mind. Some asset managers look at the short term, but AMG looks generationally.”

—John, investment management client

“Knowledgeable, helpful and market savvy. Always keeps you in the loop and works to enhance performance of my investments.”

—Caroline, investment management client

“Very trustworthy, reliable and communicative”

—Patrick, investment management client

“Very trustworthy, accessible, available for concerns, works well with CPA and attorney.”

—Stephen, investment management client

“Extremely well informed and excellent in matching our risk tolerance to the appropriate investments.”

—Johanna, investment management client

“Very effective at maximizing market opportunities with reasonable amount of risk.”

Explore Our Investment Management Solutions

Investment Management for Individuals – Working closely with one of our experienced financial advisors, we will develop a strategic investment plan specific to you, implement it, and manage it on an ongoing basis to keep it aligned with your goals.

ACM Managed Portfolios – AMG Capital Management (ACM) is a division of AMG that was created to identify value-added separately managed portfolio strategies. ACM currently has six value-focused equity portfolios.

Learn more about AMG’s approach to research and investment management.

Personal, Comprehensive Solutions to Building and Managing Wealth

Building and managing wealth over the long term requires an understanding that investment decisions should not exist in isolation, especially for those with complex financial situations. AMG is able to provide tailored, integrated and comprehensive options to each client with our Personal Financial Management (PFM) solution for those seeking unbiased, all-encompassing financial planning combined with the executional efficiency of discretionary investment management.

As appropriate, you may have access to exclusive investment opportunities and other solutions to help accomplish financial goals and objectives.

The AMG Advantage

FINANCIAL PLANNING INTEGRATED WITH DISCRETIONARY INVESTMENT MANAGEMENT

Global economic and asset class research
Portfolio strategy and asset allocation
Investment selection, monitoring and execution
Financial security scenarios through retirement and in case of disability or early death
Compensation and benefit planning
Cash flow planning
Tax planning
Tax-efficient wealth transfer and legacy planning
Personal risk assessment

complementary SOLUTIONS

Access to exclusive alternative and private capital investments
Tax preparation
Trust administration
Donor-advised fund for planned charitable giving
Private-client banking and credit solutions

*Assets under management figure includes assets managed and held in custody on 9/30/2025.

**APS is the AMG Portfolio Strategist, our patented asset allocation model.

EACH OF OUR RELATIONSHIPS IS UNIQUE AND STARTS WITH A CONVERSATION.