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.
2020
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.
2008
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.
2004
Acquired Old Dominion Trust (Virginia)
AMG acquires Old Dominion Trust Company in Virginia to expand the solutions available to clients in the Southeast.
2001
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.
1999
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.
1995
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.
1984
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.
1981
Added Private Capital
AMG adds private capital due diligence and investment offerings by establishing Asset Management Group Investment Corp. (AMGIC).
1979
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.
1975
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).
AMG Offices
- Denver, CO
- Boulder, CO
- Cheyenne, WY
- Chicago, IL
- Morristown, NJ
- Virginia Beach, VA
- Asheville, NC
- Hilton Head, SC