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Corporate Executives

As a corporate executive, your career offers financial opportunities created by you and your company's success. AMG's Executive Financial Counseling service helps you capture these opportunities and turn them in to future financial security and oftentimes wealth-building experiences.

Since 1976, AMG National Trust Bank has provided fee-only corporate financial counseling to executives of major U.S. institutions. We build personalized strategies taking advantage of the executive’s corporate benefits and incentive programs, which can be exceptional wealth building opportunities. Each executive's financial strategy incorporates sophisticated investment, estate, income tax, cash flow management, risk control and career financial planning, all of which cover specific planning horizons for an executive's career.

AMG's Executive Financial Counseling program helps you maximize the financial success of your career and achieve your personal family and career goals.

How can we help?
Call 800-999-2190 or email us


Investment Management

AMG works with you to build an investment plan that is customized to pursue your specific investment objectives within your risk tolerance. As a fee-only firm, we identify appropriate investments for your portfolio and carry out the investment plan on your behalf.

AMG takes a disciplined approach to investment management:

  • We believe in diversification because it helps control risk
  • We believe in pursuing “best of breed” investment services

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.

Investment Management

ACM Portfolio Strategies

In ancient times, the Antikythera Mechanism, pictured Antikythera Mechanismto the right, gave users a new way of looking at and understanding the universe. They could interact with the world in a different way and make superior decisions because of the insight. AMG Capital Management (ACM) strives to employ advanced technologies and uncommon insight to assess investment options and make sound decisions for portfolio management.

ACM Portfolio Strategies

AMG Capital Management leverages a strict investment process and philosophy, based on our expertise utilizing big, global data on publicly traded companies and country specific macroeconomic data, to establish a quantitative baseline for analysis and portfolio construction. This quantitative baseline results in a highly disciplined approach to equity investing that aims to identify and capture real alpha, resulting in capital protection and strong, risk-adjusted performance.

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