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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

Investment Due Diligence

Astute investors probe beyond the surface of positive performance to understand how an investment manager achieved its returns and whether the firm can repeat this success in varying economic conditions. AMG National Trust Bank’s sophisticated investment due-diligence program helps us go beyond the tactics of market timing and momentum management, which have no persistence in volatile times. Identifying managers with enduring return characteristics requires that we develop a deep, visceral understanding of a manager’s strategy as well as the attributes driving performance.

AMG’s Investment Group uses an intense quantitative and qualitative screening process to identify the potential investments suitable for our clients. Clients benefit from AMG's complete freedom to recommend only the investments and investment managers who demonstrate characteristics that produce a higher likelihood of long-term outperformance across market cycles. These are managers we define as best-of-breed and have investment philosophies and strategies that allow them to successfully negotiate volatile markets. These managers take a long-term approach to investing and their bias toward capital preservation benefits AMG’s clients.

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