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 works with you to build an investment plan that is customized to help you achieve your specific financial goals. We design a strategy that allows us to identify appropriate investments for your portfolio and manage your risks and returns more effectively. We then carry out the investment plan on your behalf. AMG takes a disciplined approach to investment management and emphasizes the following:
- We believe that a wide range of investments should be made available to any investor with significant wealth because diversification helps to control risk.
- We review and update your investment strategy on an annual basis. This allows us to consider how major market movements or economic conditions may or may not affect the investments in your portfolio.
- We incorporate into your investment strategy a comprehensive examination of possible economic scenarios, especially the conditions we anticipate, as well as a study of various asset classes and how they are expected to perform.
- We engage in interactive discussion and provide thorough explanations for generating parameters for the investment strategy we believe you should pursue.
Customized investment strategies, the depth of AMG’s investment and economic research, open investment architecture, and the breadth of our expertise and services allow AMG to serve clients in unique ways. This approach allows you to understand the risks and rewards of investing while also seeing the value of working with an AMG National Trust Bank investment manager.