As a corporate executive, much of your net worth can be tied up in concentrated corporate stock positions. Our advisors are skilled at navigating the trade-offs associated with diversifying away from large, low basis stock positions. Moreover, our investment expertise allows for an intelligent reinvestment of proceeds into a well-diversified portfolio designed to maximize investment opportunities.
Since 1976, AMG National Trust Bank has provided corporate financial counseling to successful executives. AMG advisors consider your entire financial picture in order to manage short- and long-term financial security. We can help you diversify your investment portfolio today by constructing customized investment plans that manage around concentrated stock positions. We can also direct and implement the management of your portfolio, help plan philanthropic ventures to provide maximum benefit and even do your taxes.
Let us help you create a plan to transition to retirement (or another path of your choosing) confident in your long-term financial security.
AMG Private Client Banking
Exceptional, concierge service from a banker who understands you and your goals is at the heart of AMG Private Client Banking. AMG’s bankers have the tools at their fingertips to help you capitalize on your success. They are part of a company with the expertise to provide total coordination of your financial affairs. We simplify your life and create more time for you to focus on your business, your family and your passions.
AMG Private Client Banking brings you deposit account solutions and personal loans. It can help you streamline cash management between deposit and investment accounts and access liquidity secured by your investment accounts. When necessary and appropriate, AMG’s bankers can coordinate with financial advisors and trust officers to integrate estate and financial planning, trust and investment advisory services into your overall financial arsenal.
To learn more about AMG Private Client Banking, visit us at our Boulder or Greenwood Village, Colorado offices or call (888) 547-8877. You may also fill out our contact form and schedule a call with a banker.