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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

Economic Research

Scholarly economic research and data-driven scenario analysis is paramount to successful long-term investing and understanding how different asset classes are likely to perform in the coming years. Quantifying the likely return potential and risk characteristics of various asset classes enhances AMG’s ability to design an asset allocation that has a higher potential to create outsized returns, as compared to investment portfolios built using a historical analysis of asset-class performance. Complimenting the macroeconomic research expertise, AMG utilizes a global approach to understanding tactical and strategic global market behavior.

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