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.

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M&A Brochure Cover: Grow Stronger. Together

Strategic Growth Opportunities

AMG is a well-capitalized and independent organization looking to grow strategically with potential partners that share the same client focus and values.

We encourage you to contact us if you’re looking for opportunities to provide more holistic and comprehensive financial solutions to better serve your clients while also achieving your firm’s future objectives.

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Why Partner with AMG?

 Extend Your Reach to Serve Clients Anywhere in the U.S.

With AMG, you will be part of a well-capitalized national firm that offers nationwide, fee-only fiduciary services.

Expand Services to Minimize Friction and Grow Client Relationships

AMG’s integrated, comprehensive services platform enables you to offer many services of interest to high-net-worth individuals, corporate executives, small-to-middle market businesses, and institutions. You can provide a broader range of services and increase revenues, all while your clients benefit from better coordination of tax preparation, trust administration, charitable giving through a donor-advised fund, access to private capital, and banking services such as ILOCs (Investment Portfolio Secured Lines of Credit).

 Focus More on Client Relationships

Return to your roots in providing best-in-class service to your clients by having the support of AMG’s legal and compliance, finance, account administration, human resources, payroll, technology, marketing, and investment manager selection and monitoring teams.

Collaborate to Stay at the Forefront

Take advantage of AMG’s weekly calls featuring members of our investment and economic teams and senior practice leaders, periodic continuing education and certification courses, and marketing and events for client retention and new business development.

Plan for Your Future—and Your Clients’

Talk with us. We are interested in merging with like-minded practices and exploring ways to promote our mutual success.

You may offer…

  • Tax-efficient financial planning
  • Investment management

Are you missing…

AMG’s comprehensive and holistic solutions are seamless and well-integrated and that counts for a lot versus the clunky workarounds we previously had.

—Partner Principal

CONTACT M&A TEAM

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.

Earl Wright and Tommy Arnold shake hands during the merger of Boys Arnold with AMG National Trust

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