AMG National Trust Bank, uniquely structured to meet the personal and professional needs of business owners, helps you navigate the challenges of running a business while maintaining your personal financial security. Whether you need access to liquidity, treasury management services, qualified retirement plan administration, tax planning, investment management expertise, business succession planning or advice on how to handle a concentrated stock position, AMG National Trust Bank can customize a solution that meets your needs.
Retirement plans play a significant role in your recruiting and retaining your employees and can enhance their financial security after retirement. If your company, practice or firm provides qualified, nonqualified or IRA benefits for owners or employees, consider AMG’s custodial, trustee and independent investment management services. We can advise you on plan design, help you structure best-of-breed investment options for participants, and act as the plan’s fiduciary and third-party administrator. Using our convenient, flexible services, you can potentially reduce your fiduciary responsibility, minimize your administrative burden and increase both plan participation and satisfaction.